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Aspetuck Financial Management LLC: VIG position timeline

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

Aspetuck Financial Management LLC held 14,673 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,673 shares
    Change vs previous 13F -285 shares

    2.04% of the 13F portfolio, value $3,471,925.

    13F-HR 0002048608-26-000004 filed by Aspetuck Financial Management 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 14,958 shares
    Change vs previous 13F 0 shares

    2.2% of the 13F portfolio, value $3,216,867.

    13F-HR 0002048608-26-000002 filed by Aspetuck Financial Management 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 14,958 shares
    Change vs previous 13F -468 shares

    2.21% of the 13F portfolio, value $3,287,469.

    13F-HR 0002048608-26-000001 filed by Aspetuck Financial Management 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 15,426 shares
    Change vs previous 13F -310 shares

    2.28% of the 13F portfolio, value $3,328,777.

    13F-HR 0002048608-25-000006 filed by Aspetuck Financial Management 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 15,736 shares
    Change vs previous 13F -405 shares

    2.43% of the 13F portfolio, value $3,220,687.

    13F-HR 0002048608-25-000005 filed by Aspetuck Financial Management 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 16,141 shares
    Change vs previous 13F -85 shares

    2.69% of the 13F portfolio, value $3,131,193.

    13F-HR 0002048608-25-000003 filed by Aspetuck Financial Management 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 16,226 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $3,177,538.

    13F-HR 0002048608-25-000004 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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