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Mutual Advisors, LLC: VYM position timeline

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

Mutual Advisors, LLC held 214,503 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 214,503 shares
    Change vs previous 13F +16,454 shares

    0.64% of the 13F portfolio, value $33,897,885.

    13F-HR 0001986152-26-000154 filed by Mutual 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 198,049 shares
    Change vs previous 13F +967 shares

    0.63% of the 13F portfolio, value $29,330,988.

    13F-HR 0001986152-26-000054 filed by Mutual 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 197,082 shares
    Change vs previous 13F -629 shares

    0.61% of the 13F portfolio, value $28,285,161.

    13F-HR 0001986152-26-000005 filed by Mutual 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 197,711 shares
    Change vs previous 13F +34,381 shares

    0.61% of the 13F portfolio, value $27,861,466.

    13F-HR 0001986152-25-000100 filed by Mutual 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 163,330 shares
    Change vs previous 13F +13,927 shares

    0.56% of the 13F portfolio, value $22,310,839.

    13F-HR 0001986152-25-000050 filed by Mutual 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 149,403 shares
    Change vs previous 13F +1,870 shares

    0.53% of the 13F portfolio, value $18,421,414.

    13F-HR 0001986152-25-000037 filed by Mutual 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 147,533 shares
    Change vs previous 13F -1,860 shares

    0.56% of the 13F portfolio, value $19,285,495.

    13F-HR 0001986152-25-000002 filed by Mutual 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 149,393 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $19,343,392.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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