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Disclosery

Tepp RIA, LLC: VYM position timeline

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

Tepp RIA, LLC held 111,613 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 111,613 shares
    Change vs previous 13F -12,536 shares

    11.96% of the 13F portfolio, value $17,638,213.

    13F-HR 0002055925-26-000005 filed by Tepp RIA, 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 124,149 shares
    Change vs previous 13F +15,218 shares

    14.4% of the 13F portfolio, value $18,386,465.

    13F-HR 0002055925-26-000004 filed by Tepp RIA, 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 108,931 shares
    Change vs previous 13F +4,150 shares

    15.47% of the 13F portfolio, value $15,633,753.

    13F-HR 0002055925-26-000001 filed by Tepp RIA, 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 104,781 shares
    Change vs previous 13F -21,042 shares

    16.77% of the 13F portfolio, value $14,768,867.

    13F-HR 0001986152-25-000107 filed by Tepp RIA, 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 125,823 shares
    Change vs previous 13F +96 shares

    21.65% of the 13F portfolio, value $16,773,517.

    13F-HR 0001667731-25-000807 filed by Tepp RIA, 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 125,727 shares
    Change vs previous 13F +13,304 shares

    22.02% of the 13F portfolio, value $16,213,805.

    13F-HR 0001667731-25-000505 filed by Tepp RIA, 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 112,423 shares
    Change vs previous 13F not available

    21.23% of the 13F portfolio, value $14,344,050.

    13F-HR 0001667731-25-000241 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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