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Disclosery

Pointe Capital Management LLC: VYM position timeline

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

Pointe Capital Management LLC held 98,634 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 98,634 shares
    Change vs previous 13F +1,118 shares

    6.97% of the 13F portfolio, value $15,587,063.

    13F-HR 0001640335-26-000004 filed by Pointe Capital Management 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 97,516 shares
    Change vs previous 13F -862 shares

    7.15% of the 13F portfolio, value $14,442,166.

    13F-HR 0001640335-26-000003 filed by Pointe Capital Management 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 98,378 shares
    Change vs previous 13F -786 shares

    7% of the 13F portfolio, value $14,119,208.

    13F-HR 0001640335-26-000001 filed by Pointe Capital Management 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 99,164 shares
    Change vs previous 13F +391 shares

    6.83% of the 13F portfolio, value $13,977,134.

    13F-HR 0001640335-25-000006 filed by Pointe Capital Management 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 98,773 shares
    Change vs previous 13F +1,089 shares

    6.84% of the 13F portfolio, value $13,167,517.

    13F-HR 0001640335-25-000005 filed by Pointe Capital Management 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 97,684 shares
    Change vs previous 13F +2,223 shares

    7.37% of the 13F portfolio, value $12,597,401.

    13F-HR 0001640335-25-000002 filed by Pointe Capital Management 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/A 95,461 shares
    Change vs previous 13F +1,555 shares

    7% of the 13F portfolio, value $12,179,976.

    13F-HR/A 0001640335-25-000001 filed by Pointe Capital Management 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 93,906 shares
    Change vs previous 13F not available

    7.02% of the 13F portfolio, value $12,038,744.

    13F-HR 0001639695-24-000005 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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