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McAlister, Sweet & Associates, Inc.: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McAlister, Sweet & Associates, Inc. on VYM, newest first. How the timeline and the estimate are built.

McAlister, Sweet & Associates, Inc. held 5,203 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,203 shares
    Change vs previous 13F +12 shares

    0.51% of the 13F portfolio, value $807,501.

    13F-HR 0001214659-26-012628 filed by McAlister, Sweet & Associates, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,191 shares
    Change vs previous 13F +325 shares

    0.44% of the 13F portfolio, value $820,329.

    13F-HR 0001214659-26-008452 filed by McAlister, Sweet & Associates, Inc.
    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 4,866 shares
    Change vs previous 13F -32 shares

    0.45% of the 13F portfolio, value $720,651.

    13F-HR 0001214659-26-004209 filed by McAlister, Sweet & Associates, Inc.
    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 4,898 shares
    Change vs previous 13F -278 shares

    0.53% of the 13F portfolio, value $702,957.

    13F-HR 0001214659-26-000032 filed by McAlister, Sweet & Associates, Inc.
    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 5,176 shares
    Change vs previous 13F +276 shares

    0.48% of the 13F portfolio, value $729,553.

    13F-HR 0001214659-25-014482 filed by McAlister, Sweet & Associates, Inc.
    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 4,900 shares
    Change vs previous 13F -70 shares

    0.58% of the 13F portfolio, value $653,215.

    13F-HR 0001214659-25-009962 filed by McAlister, Sweet & Associates, Inc.
    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 4,970 shares
    Change vs previous 13F +4,970 shares

    0.49% of the 13F portfolio, value $640,928.

    13F-HR 0001214659-25-005687 filed by McAlister, Sweet & Associates, Inc.
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001214659-25-000286 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.