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MBA Advisors LLC: VYM position timeline

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

MBA Advisors LLC held 7,682 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,682 shares
    Change vs previous 13F -266 shares

    0.41% of the 13F portfolio, value $1,213,986.

    13F-HR 0001848704-26-000003 filed by MBA Advisors 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 7,948 shares
    Change vs previous 13F +41 shares

    0.45% of the 13F portfolio, value $1,177,099.

    13F-HR 0001848704-26-000002 filed by MBA Advisors 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 7,907 shares
    Change vs previous 13F -20 shares

    0.46% of the 13F portfolio, value $1,134,813.

    13F-HR 0001848704-26-000001 filed by MBA Advisors 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 7,927 shares
    Change vs previous 13F -3 shares

    0.48% of the 13F portfolio, value $1,117,311.

    13F-HR 0001848704-25-000002 filed by MBA Advisors 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 7,930 shares
    Change vs previous 13F +113 shares

    0.49% of the 13F portfolio, value $1,057,148.

    13F-HR 0001085146-25-003959 filed by MBA Advisors 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 7,817 shares
    Change vs previous 13F +30 shares

    0.5% of the 13F portfolio, value $1,008,080.

    13F-HR 0001085146-25-002414 filed by MBA Advisors 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 7,787 shares
    Change vs previous 13F -183 shares

    0.5% of the 13F portfolio, value $993,543.

    13F-HR 0001085146-25-000583 filed by MBA Advisors 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 7,970 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,021,754.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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