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Old Port Advisors: VYM position timeline

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

Old Port Advisors held 19,418 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,418 shares
    Change vs previous 13F -169 shares

    0.61% of the 13F portfolio, value $3,068,559.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 19,587 shares
    Change vs previous 13F -813 shares

    0.67% of the 13F portfolio, value $2,900,858.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 20,400 shares
    Change vs previous 13F -1,010 shares

    0.72% of the 13F portfolio, value $2,927,835.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 21,410 shares
    Change vs previous 13F -831 shares

    0.76% of the 13F portfolio, value $3,017,732.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 22,241 shares
    Change vs previous 13F -825 shares

    0.81% of the 13F portfolio, value $2,964,896.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 23,066 shares
    Change vs previous 13F -2,050 shares

    0.88% of the 13F portfolio, value $2,974,621.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 25,116 shares
    Change vs previous 13F -374 shares

    0.92% of the 13F portfolio, value $3,204,604.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 25,490 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,267,831.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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