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Northeast Financial Consultants Inc: VYM position timeline

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

Northeast Financial Consultants Inc held 465,351 VYM shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 465,351 shares
    Change vs previous 13F -11,717 shares

    2.54% of the 13F portfolio, value $62,035,911.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 477,068 shares
    Change vs previous 13F -2,133 shares

    2.73% of the 13F portfolio, value $61,522,675.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 479,201 shares
    Change vs previous 13F +7,397 shares

    2.58% of the 13F portfolio, value $61,141,318.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 471,804 shares
    Change vs previous 13F -6,235 shares

    2.64% of the 13F portfolio, value $60,485,320.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 478,039 shares
    Change vs previous 13F -10,790 shares

    2.61% of the 13F portfolio, value $56,695,427.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 488,829 shares
    Change vs previous 13F -4,704 shares

    2.9% of the 13F portfolio, value $59,143,469.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 493,533 shares
    Change vs previous 13F -2,136 shares

    3.05% of the 13F portfolio, value $55,093,035.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 495,669 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $51,212,482.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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