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MARINO, STRAM & ASSOCIATES LLC: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARINO, STRAM & ASSOCIATES LLC on VYM, newest first. How the timeline and the estimate are built.

MARINO, STRAM & ASSOCIATES LLC held 567,525 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 567,525 shares
    Change vs previous 13F +7,765 shares

    14.29% of the 13F portfolio, value $89,685,945.

    13F-HR 0001951757-26-001048 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 559,760 shares
    Change vs previous 13F +9,955 shares

    14.89% of the 13F portfolio, value $82,900,479.

    13F-HR 0001951757-26-000754 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 549,805 shares
    Change vs previous 13F +6,103 shares

    14.26% of the 13F portfolio, value $78,907,979.

    13F-HR 0001951757-26-000205 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 543,702 shares
    Change vs previous 13F +4,787 shares

    13.78% of the 13F portfolio, value $76,634,788.

    13F-HR 0001951757-25-001240 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 538,915 shares
    Change vs previous 13F +2,192 shares

    14.5% of the 13F portfolio, value $71,842,749.

    13F-HR 0001951757-25-000895 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 536,723 shares
    Change vs previous 13F -2,970 shares

    15.37% of the 13F portfolio, value $69,215,769.

    13F-HR 0001951757-25-000382 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 539,693 shares
    Change vs previous 13F -1,681 shares

    15.24% of the 13F portfolio, value $68,859,382.

    13F-HR 0001951757-25-000070 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 541,374 shares
    Change vs previous 13F not available

    15.49% of the 13F portfolio, value $69,404,100.

    13F-HR 0001951757-24-001091 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).