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Disclosery

Safe Harbor Family Capital, LLC: VYM position timeline

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

Safe Harbor Family Capital, LLC held 61,838 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,838 shares
    Change vs previous 13F -235 shares

    6.53% of the 13F portfolio, value $9,772,292.

    13F-HR 0001398344-26-013964 filed by Safe Harbor Family Capital, 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 62,073 shares
    Change vs previous 13F +8,100 shares

    7.19% of the 13F portfolio, value $9,193,137.

    13F-HR 0001398344-26-008963 filed by Safe Harbor Family Capital, 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 53,973 shares
    Change vs previous 13F not available

    6.81% of the 13F portfolio, value $7,746,327.

    13F-HR 0001398344-26-001739 filed by Safe Harbor Family Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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