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Private Advisory Group LLC: VYM position timeline

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

Private Advisory Group LLC held 64,767 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,767 shares
    Change vs previous 13F -28,924 shares

    0.57% of the 13F portfolio, value $10,235,066.

    13F-HR 0001632965-26-000005 filed by Private Advisory Group 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 93,691 shares
    Change vs previous 13F -7,116 shares

    0.97% of the 13F portfolio, value $13,875,637.

    13F-HR 0001632965-26-000003 filed by Private Advisory Group 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 100,807 shares
    Change vs previous 13F -1,685 shares

    1.14% of the 13F portfolio, value $14,467,889.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group 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 102,492 shares
    Change vs previous 13F -6,245 shares

    1.26% of the 13F portfolio, value $14,446,201.

    13F-HR 0001632965-25-000009 filed by Private Advisory Group 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 108,737 shares
    Change vs previous 13F -13,549 shares

    1.36% of the 13F portfolio, value $14,495,748.

    13F-HR 0001632965-25-000008 filed by Private Advisory Group 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 122,286 shares
    Change vs previous 13F +2,836 shares

    1.8% of the 13F portfolio, value $15,770,050.

    13F-HR 0001632965-25-000005 filed by Private Advisory Group 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 119,450 shares
    Change vs previous 13F +1,414 shares

    1.71% of the 13F portfolio, value $15,240,600.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory Group 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 118,036 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $15,132,190.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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