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Disclosery

Telos Capital Management, Inc.: VYM position timeline

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

Telos Capital Management, Inc. held 44,412 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,412 shares
    Change vs previous 13F -1,371 shares

    0.62% of the 13F portfolio, value $7,018,503.

    13F-HR 0001567889-26-000004 filed by Telos 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 45,783 shares
    Change vs previous 13F +1,673 shares

    0.65% of the 13F portfolio, value $6,780,415.

    13F-HR 0001567889-26-000002 filed by Telos 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 44,110 shares
    Change vs previous 13F -966 shares

    0.59% of the 13F portfolio, value $6,330,613.

    13F-HR 0001567889-26-000001 filed by Telos 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 45,076 shares
    Change vs previous 13F +297 shares

    0.61% of the 13F portfolio, value $6,353,478.

    13F-HR 0001567889-25-000005 filed by Telos 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 44,779 shares
    Change vs previous 13F +2,165 shares

    0.61% of the 13F portfolio, value $5,969,541.

    13F-HR 0001567889-25-000004 filed by Telos 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 42,614 shares
    Change vs previous 13F +1,592 shares

    0.6% of the 13F portfolio, value $5,495,532.

    13F-HR 0001567889-25-000003 filed by Telos 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 41,022 shares
    Change vs previous 13F +627 shares

    0.56% of the 13F portfolio, value $5,234,010.

    13F-HR 0001567889-25-000001 filed by Telos 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 40,395 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,178,588.

    13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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