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MSH Capital Advisors LLC: VYM position timeline

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

MSH Capital Advisors LLC held 56,357 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 56,357 shares
    Change vs previous 13F +6,192 shares

    1.55% of the 13F portfolio, value $8,906,131.

    13F-HR 0001420506-26-001502 filed by MSH Capital 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 50,165 shares
    Change vs previous 13F +2,032 shares

    1.57% of the 13F portfolio, value $7,429,382.

    13F-HR 0001420506-26-000884 filed by MSH Capital 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 48,133 shares
    Change vs previous 13F +3,131 shares

    1.48% of the 13F portfolio, value $6,907,991.

    13F-HR 0001420506-26-000212 filed by MSH Capital 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 45,002 shares
    Change vs previous 13F +2,197 shares

    1.7% of the 13F portfolio, value $6,342,974.

    13F-HR 0001420506-25-003041 filed by MSH Capital 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 42,805 shares
    Change vs previous 13F +2,310 shares

    1.64% of the 13F portfolio, value $5,706,275.

    13F-HR 0001420506-25-001568 filed by MSH Capital 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 40,495 shares
    Change vs previous 13F +2,925 shares

    1.61% of the 13F portfolio, value $5,222,265.

    13F-HR 0001420506-25-000992 filed by MSH Capital 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 37,570 shares
    Change vs previous 13F +1,842 shares

    1.51% of the 13F portfolio, value $4,793,615.

    13F-HR 0001420506-25-000392 filed by MSH Capital 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 35,728 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $4,580,382.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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