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MATRIX ASSET ADVISORS INC/NY: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on VYM, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 113,875 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 113,875 shares
    Change vs previous 13F +3,058 shares

    1.46% of the 13F portfolio, value $17,673,529.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 110,817 shares
    Change vs previous 13F +6,699 shares

    1.42% of the 13F portfolio, value $17,512,486.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 104,118 shares
    Change vs previous 13F +5,494 shares

    1.41% of the 13F portfolio, value $15,419,869.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 98,624 shares
    Change vs previous 13F +9,188 shares

    1.27% of the 13F portfolio, value $14,154,549.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 89,436 shares
    Change vs previous 13F +3,375 shares

    1.17% of the 13F portfolio, value $12,606,089.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 86,061 shares
    Change vs previous 13F +8,201 shares

    1.16% of the 13F portfolio, value $11,472,824.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 77,860 shares
    Change vs previous 13F +8,656 shares

    1.11% of the 13F portfolio, value $10,040,842.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 69,204 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $8,829,676.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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