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SMI Advisory Services, LLC: VXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMI Advisory Services, LLC on VXF, newest first. How the timeline and the estimate are built.

SMI Advisory Services, LLC held 42,373 VXF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,373 shares
    Change vs previous 13F -237 shares

    1.68% of the 13F portfolio, value $10,371,557.

    13F-HR 0001609008-26-000003 filed by SMI Advisory Services, 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 42,610 shares
    Change vs previous 13F -9,989 shares

    1.47% of the 13F portfolio, value $8,913,503.

    13F-HR 0001609008-26-000002 filed by SMI Advisory Services, 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 52,599 shares
    Change vs previous 13F -12,654 shares

    1.99% of the 13F portfolio, value $11,530,774.

    13F-HR 0001609008-26-000001 filed by SMI Advisory Services, 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 65,253 shares
    Change vs previous 13F -944 shares

    2.62% of the 13F portfolio, value $13,840,178.

    13F-HR 0001609008-25-000006 filed by SMI Advisory Services, 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 66,197 shares
    Change vs previous 13F -1,860 shares

    2.51% of the 13F portfolio, value $12,993,806.

    13F-HR 0001609008-25-000004 filed by SMI Advisory Services, 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 68,057 shares
    Change vs previous 13F +13,316 shares

    2.37% of the 13F portfolio, value $10,490,308.

    13F-HR 0001609008-25-000003 filed by SMI Advisory Services, 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 54,741 shares
    Change vs previous 13F -2,187 shares

    2.39% of the 13F portfolio, value $10,362,000.

    13F-HR 0001609008-25-000001 filed by SMI Advisory Services, 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 56,928 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $10,347,676.

    13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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