Skip to content
Disclosery

SWEENEY & MICHEL, LLC: VYM position timeline

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

SWEENEY & MICHEL, LLC held 37,479 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,479 shares
    Change vs previous 13F +149 shares

    1.63% of the 13F portfolio, value $6,207,609.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 37,330 shares
    Change vs previous 13F +119 shares

    1.68% of the 13F portfolio, value $5,718,513.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 37,211 shares
    Change vs previous 13F +118 shares

    1.72% of the 13F portfolio, value $5,823,484.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 37,093 shares
    Change vs previous 13F +120 shares

    1.71% of the 13F portfolio, value $5,099,204.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 36,973 shares
    Change vs previous 13F +132 shares

    1.77% of the 13F portfolio, value $4,987,637.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 36,841 shares
    Change vs previous 13F +1,243 shares

    1.85% of the 13F portfolio, value $4,228,592.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 35,598 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $4,678,651.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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