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Sound Portfolio Advisors, LLC: VYM position timeline

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

Sound Portfolio Advisors, LLC held 4,380 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,380 shares
    Change vs previous 13F -36 shares

    0.49% of the 13F portfolio, value $692,171.

    13F-HR 0001951757-26-001128 filed by Sound Portfolio 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 4,416 shares
    Change vs previous 13F -707 shares

    0.53% of the 13F portfolio, value $654,010.

    13F-HR 0001951757-26-000770 filed by Sound Portfolio 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 5,123 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $735,253.

    13F-HR 0001951757-26-000358 filed by Sound Portfolio Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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