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SAXON INTERESTS, INC.: VYM position timeline

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

SAXON INTERESTS, INC. held 7,019 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,019 shares
    Change vs previous 13F -293 shares

    0.31% of the 13F portfolio, value $1,109,213.

    13F-HR 0001951757-26-001233 filed by SAXON INTERESTS, 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 7,312 shares
    Change vs previous 13F -368 shares

    0.37% of the 13F portfolio, value $1,082,907.

    13F-HR 0001951757-26-000756 filed by SAXON INTERESTS, 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 7,680 shares
    Change vs previous 13F +1,495 shares

    0.39% of the 13F portfolio, value $1,102,234.

    13F-HR 0001951757-26-000443 filed by SAXON INTERESTS, 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 6,185 shares
    Change vs previous 13F +3 shares

    0.34% of the 13F portfolio, value $860,863.

    13F-HR 0001951757-25-001229 filed by SAXON INTERESTS, 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 6,182 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $797,201.

    13F-HR 0001951757-25-000886 filed by SAXON INTERESTS, 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 6,182 shares
    Change vs previous 13F -13,206 shares

    0.37% of the 13F portfolio, value $797,201.

    13F-HR 0001951757-25-000461 filed by SAXON INTERESTS, 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 19,388 shares
    Change vs previous 13F -2,713 shares

    1.09% of the 13F portfolio, value $2,473,755.

    13F-HR 0001951757-25-000039 filed by SAXON INTERESTS, 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 22,101 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,833,303.

    13F-HR 0001951757-24-000995 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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