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Disclosery

YCG, LLC: MSCI position timeline

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

YCG, LLC held 104,207 MSCI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,207 shares
    Change vs previous 13F -2,679 shares

    5.14% of the 13F portfolio, value $58,360,089.

    13F-HR 0001584801-26-000004 filed by YCG, 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 106,886 shares
    Change vs previous 13F -3,400 shares

    5.21% of the 13F portfolio, value $57,612,623.

    13F-HR 0001584801-26-000003 filed by YCG, 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 110,286 shares
    Change vs previous 13F +572 shares

    4.77% of the 13F portfolio, value $63,274,387.

    13F-HR 0001584801-26-000002 filed by YCG, 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 109,714 shares
    Change vs previous 13F +4,599 shares

    4.67% of the 13F portfolio, value $62,252,650.

    13F-HR 0001584801-25-000008 filed by YCG, 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 105,115 shares
    Change vs previous 13F -1,446 shares

    4.69% of the 13F portfolio, value $60,624,249.

    13F-HR 0001584801-25-000004 filed by YCG, 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 106,561 shares
    Change vs previous 13F -556 shares

    4.72% of the 13F portfolio, value $60,260,230.

    13F-HR 0001584801-25-000003 filed by YCG, 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 107,117 shares
    Change vs previous 13F -60 shares

    5.11% of the 13F portfolio, value $64,271,016.

    13F-HR 0001584801-25-000001 filed by YCG, LLC
    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 107,177 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $62,476,826.

    13F-HR 0001584801-24-000006 filed by YCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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