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Rockingstone Advisors LLC: VYM position timeline

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

Rockingstone Advisors LLC held 16,977 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,977 shares
    Change vs previous 13F +170 shares

    1.08% of the 13F portfolio, value $2,682,853.

    13F-HR 0002027176-26-000003 filed by Rockingstone Advisors 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 16,807 shares
    Change vs previous 13F +255 shares

    1.14% of the 13F portfolio, value $2,489,096.

    13F-HR 0002027176-26-000002 filed by Rockingstone Advisors 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 16,552 shares
    Change vs previous 13F +1,342 shares

    1.08% of the 13F portfolio, value $2,375,523.

    13F-HR 0002027176-26-000001 filed by Rockingstone Advisors 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 15,210 shares
    Change vs previous 13F -190 shares

    1.06% of the 13F portfolio, value $2,143,830.

    13F-HR 0002027176-25-000007 filed by Rockingstone Advisors 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 15,400 shares
    Change vs previous 13F +30 shares

    1.08% of the 13F portfolio, value $2,052,955.

    13F-HR 0002027176-25-000004 filed by Rockingstone Advisors 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 15,370 shares
    Change vs previous 13F -690 shares

    0.89% of the 13F portfolio, value $1,982,097.

    13F-HR 0002027176-25-000003 filed by Rockingstone Advisors 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 16,060 shares
    Change vs previous 13F +100 shares

    0.91% of the 13F portfolio, value $2,049,078.

    13F-HR 0002027176-25-000001 filed by Rockingstone Advisors 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 15,960 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,046,054.

    13F-HR 0002027176-24-000009 filed by Rockingstone Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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