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Ball & Co Wealth Management Inc.: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ball & Co Wealth Management Inc. on VIG, newest first. How the timeline and the estimate are built.

Ball & Co Wealth Management Inc. held 122,288 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,288 shares
    Change vs previous 13F -1,768 shares

    20.52% of the 13F portfolio, value $28,935,000.

    13F-HR 0002057075-26-000005 filed by Ball & Co Wealth Management Inc.
    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 124,056 shares
    Change vs previous 13F -456 shares

    22.32% of the 13F portfolio, value $26,679,000.

    13F-HR 0002057075-26-000004 filed by Ball & Co Wealth Management Inc.
    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 124,512 shares
    Change vs previous 13F +31,254 shares

    17.62% of the 13F portfolio, value $27,365,000.

    13F-HR 0002057075-26-000001 filed by Ball & Co Wealth Management Inc.
    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 93,258 shares
    Change vs previous 13F not available

    13.39% of the 13F portfolio, value $20,124,000.

    13F-HR 0002057075-25-000003 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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