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Addison Advisors LLC: VIG position timeline

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

Addison Advisors LLC held 56,605 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,605 shares
    Change vs previous 13F -41,061 shares

    6.32% of the 13F portfolio, value $13,393,921.

    13F-HR 0001843745-26-000003 filed by Addison Advisors 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 97,666 shares
    Change vs previous 13F +1,351 shares

    4.64% of the 13F portfolio, value $21,004,051.

    13F-HR 0001843745-26-000002 filed by Addison Advisors 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 96,315 shares
    Change vs previous 13F +604 shares

    4.76% of the 13F portfolio, value $21,168,112.

    13F-HR 0001843745-26-000001 filed by Addison Advisors 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 95,711 shares
    Change vs previous 13F +642 shares

    4.79% of the 13F portfolio, value $20,653,478.

    13F-HR 0001843745-25-000007 filed by Addison Advisors 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 95,069 shares
    Change vs previous 13F +1,267 shares

    4.86% of the 13F portfolio, value $19,457,773.

    13F-HR 0001843745-25-000006 filed by Addison Advisors 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 93,802 shares
    Change vs previous 13F -327 shares

    4.96% of the 13F portfolio, value $18,196,651.

    13F-HR 0001843745-25-000003 filed by Addison Advisors 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 94,129 shares
    Change vs previous 13F +63 shares

    5.13% of the 13F portfolio, value $18,433,284.

    13F-HR 0001843745-25-000001 filed by Addison Advisors 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 94,066 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $18,630,713.

    13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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