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MATRIX PRIVATE CAPITAL GROUP LLC: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX PRIVATE CAPITAL GROUP LLC on VYM, newest first. How the timeline and the estimate are built.

MATRIX PRIVATE CAPITAL GROUP LLC held 2,480 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,480 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $391,899.

    13F-HR 0001398344-26-014484 filed by MATRIX PRIVATE CAPITAL GROUP 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 2,479 shares
    Change vs previous 13F +696 shares

    0.18% of the 13F portfolio, value $367,205.

    13F-HR 0001398344-26-009225 filed by MATRIX PRIVATE CAPITAL GROUP 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 1,783 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $255,896.

    13F-HR 0001398344-26-003213 filed by MATRIX PRIVATE CAPITAL GROUP 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 1,783 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $251,314.

    13F-HR 0001398344-25-020899 filed by MATRIX PRIVATE CAPITAL GROUP 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 1,783 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $237,692.

    13F-HR 0001398344-25-015392 filed by MATRIX PRIVATE CAPITAL GROUP 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 1,783 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $229,936.

    13F-HR 0001398344-25-009460 filed by MATRIX PRIVATE CAPITAL GROUP 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 1,783 shares
    Change vs previous 13F +98 shares

    0.13% of the 13F portfolio, value $227,493.

    13F-HR 0001398344-25-002779 filed by MATRIX PRIVATE CAPITAL GROUP 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 1,685 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $216,017.

    13F-HR 0001398344-24-020739 filed by MATRIX PRIVATE CAPITAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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