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Disclosery

Sara-Bay Financial: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sara-Bay Financial on VYM, newest first. How the timeline and the estimate are built.

Sara-Bay Financial held 24,595 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,595 shares
    Change vs previous 13F -1,083 shares

    1.04% of the 13F portfolio, value $3,886,748.

    13F-HR 0001816444-26-000003 filed by Sara-Bay Financial
    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 25,678 shares
    Change vs previous 13F +2,615 shares

    1.14% of the 13F portfolio, value $3,802,853.

    13F-HR 0001816444-26-000002 filed by Sara-Bay Financial
    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 23,063 shares
    Change vs previous 13F +3,957 shares

    1% of the 13F portfolio, value $3,333,718.

    13F-HR 0001816444-26-000001 filed by Sara-Bay Financial
    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 19,106 shares
    Change vs previous 13F +4,922 shares

    0.75% of the 13F portfolio, value $2,693,019.

    13F-HR 0001816444-25-000006 filed by Sara-Bay Financial
    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 14,184 shares
    Change vs previous 13F +3,475 shares

    0.68% of the 13F portfolio, value $1,890,906.

    13F-HR 0001816444-25-000003 filed by Sara-Bay Financial
    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 10,709 shares
    Change vs previous 13F +3,116 shares

    0.6% of the 13F portfolio, value $1,365,931.

    13F-HR 0001816444-25-000002 filed by Sara-Bay Financial
    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 7,593 shares
    Change vs previous 13F +328 shares

    0.36% of the 13F portfolio, value $966,853.

    13F-HR 0001816444-25-000001 filed by Sara-Bay Financial
    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 7,265 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $931,389.

    13F-HR 0001816444-24-000004 filed by Sara-Bay Financial
    Filed (acceptance time not in the bulk data set), ingested

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