Skip to content
Disclosery

R. W. Roge & Company, Inc.: VYM position timeline

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

R. W. Roge & Company, Inc. held 14,086 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,086 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $2,226,000.

    13F-HR 0001800745-26-000004 filed by R. W. Roge & Company, Inc.
    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 14,086 shares
    Change vs previous 13F -337 shares

    0.99% of the 13F portfolio, value $2,086,000.

    13F-HR 0001800745-26-000003 filed by R. W. Roge & Company, Inc.
    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 14,423 shares
    Change vs previous 13F -2 shares

    1.02% of the 13F portfolio, value $2,070,000.

    13F-HR 0001800745-26-000002 filed by R. W. Roge & Company, Inc.
    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 14,425 shares
    Change vs previous 13F -31 shares

    1.04% of the 13F portfolio, value $2,033,000.

    13F-HR 0001800745-25-000002 filed by R. W. Roge & Company, Inc.
    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 14,456 shares
    Change vs previous 13F -1,059 shares

    1.09% of the 13F portfolio, value $1,927,000.

    13F-HR 0001907157-25-000036 filed by R. W. Roge & Company, Inc.
    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 15,515 shares
    Change vs previous 13F -1,617 shares

    1.1% of the 13F portfolio, value $2,000,000.

    13F-HR 0001842974-25-000016 filed by R. W. Roge & Company, Inc.
    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 17,132 shares
    Change vs previous 13F -12,137 shares

    1.18% of the 13F portfolio, value $2,185,000.

    13F-HR 0001907157-25-000008 filed by R. W. Roge & Company, Inc.
    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 29,269 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $3,752,000.

    13F-HR 0001906937-24-000003 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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