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Disclosery

&PARTNERS: VYM position timeline

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

&PARTNERS held 214,968 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 214,968 shares
    Change vs previous 13F +17,727 shares

    0.14% of the 13F portfolio, value $33,981,326.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 197,241 shares
    Change vs previous 13F +3,236 shares

    0.14% of the 13F portfolio, value $29,215,241.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 194,005 shares
    Change vs previous 13F +13,739 shares

    0.15% of the 13F portfolio, value $27,835,367.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 180,266 shares
    Change vs previous 13F +7,783 shares

    0.16% of the 13F portfolio, value $25,722,995.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 172,483 shares
    Change vs previous 13F +13,672 shares

    0.18% of the 13F portfolio, value $22,999,292.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 158,811 shares
    Change vs previous 13F +66,282 shares

    0.22% of the 13F portfolio, value $20,259,419.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 92,529 shares
    Change vs previous 13F +19,840 shares

    0.14% of the 13F portfolio, value $11,881,383.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 72,689 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,318,757.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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