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Disclosery

Vident Advisory, LLC: XYZ position timeline

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

Vident Advisory, LLC held 129,218 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,218 shares
    Change vs previous 13F +30,092 shares

    0.07% of the 13F portfolio, value $9,820,568.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 99,126 shares
    Change vs previous 13F +2,417 shares

    0.05% of the 13F portfolio, value $5,965,403.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 96,709 shares
    Change vs previous 13F +24,032 shares

    0.06% of the 13F portfolio, value $6,294,788.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 72,677 shares
    Change vs previous 13F +289 shares

    0.05% of the 13F portfolio, value $5,252,367.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 72,388 shares
    Change vs previous 13F +34,367 shares

    0.06% of the 13F portfolio, value $4,917,317.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 38,021 shares
    Change vs previous 13F +10,555 shares

    0.03% of the 13F portfolio, value $2,065,682.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 27,466 shares
    Change vs previous 13F -2,845 shares

    0.04% of the 13F portfolio, value $2,334,351.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, 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 30,311 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,034,773.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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