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MJP ASSOCIATES INC /ADV: VYM position timeline

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

MJP ASSOCIATES INC /ADV held 21,772 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,772 shares
    Change vs previous 13F -405 shares

    0.38% of the 13F portfolio, value $3,440,689.

    13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
    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 22,177 shares
    Change vs previous 13F -3,147 shares

    0.4% of the 13F portfolio, value $3,284,391.

    13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES INC /ADV
    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 25,324 shares
    Change vs previous 13F -4,339 shares

    0.45% of the 13F portfolio, value $3,634,527.

    13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES INC /ADV
    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 29,663 shares
    Change vs previous 13F +523 shares

    0.55% of the 13F portfolio, value $4,180,968.

    13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES INC /ADV
    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 29,140 shares
    Change vs previous 13F +658 shares

    0.58% of the 13F portfolio, value $3,884,611.

    13F-HR 0001765380-25-000318 filed by MJP ASSOCIATES INC /ADV
    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 28,482 shares
    Change vs previous 13F +3,576 shares

    0.66% of the 13F portfolio, value $3,673,008.

    13F-HR 0001765380-25-000155 filed by MJP ASSOCIATES INC /ADV
    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 24,906 shares
    Change vs previous 13F +198 shares

    0.57% of the 13F portfolio, value $3,177,706.

    13F-HR 0001765380-25-000110 filed by MJP ASSOCIATES INC /ADV
    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 24,708 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,167,544.

    13F-HR 0001765380-24-000434 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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