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Steele Capital Management, Inc.: VYM position timeline

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

Steele Capital Management, Inc. held 152,205 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,205 shares
    Change vs previous 13F -28,001 shares

    0.89% of the 13F portfolio, value $24,052,892.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, 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 180,206 shares
    Change vs previous 13F +43,696 shares

    1.11% of the 13F portfolio, value $26,688,526.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, 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 136,510 shares
    Change vs previous 13F +4,785 shares

    0.84% of the 13F portfolio, value $19,591,982.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, 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 131,725 shares
    Change vs previous 13F +8,795 shares

    0.82% of the 13F portfolio, value $18,566,704.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, 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 122,930 shares
    Change vs previous 13F +6,789 shares

    0.79% of the 13F portfolio, value $16,387,750.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, 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 116,141 shares
    Change vs previous 13F +1,768 shares

    0.78% of the 13F portfolio, value $14,977,511.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, 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 114,373 shares
    Change vs previous 13F +5,074 shares

    0.76% of the 13F portfolio, value $14,592,819.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, 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 109,299 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $14,012,140.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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