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Brady Martz Wealth Solutions, LLC: VIGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brady Martz Wealth Solutions, LLC on VIGI, newest first. How the timeline and the estimate are built.

Brady Martz Wealth Solutions, LLC held 14,925 VIGI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,925 shares
    Change vs previous 13F -149 shares

    0.21% of the 13F portfolio, value $1,393,708.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 15,074 shares
    Change vs previous 13F -374 shares

    0.23% of the 13F portfolio, value $1,333,481.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 15,448 shares
    Change vs previous 13F -69,523 shares

    0.25% of the 13F portfolio, value $1,412,714.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 84,971 shares
    Change vs previous 13F -165 shares

    1.38% of the 13F portfolio, value $7,610,882.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 85,136 shares
    Change vs previous 13F -1,347 shares

    1.48% of the 13F portfolio, value $7,672,456.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 86,483 shares
    Change vs previous 13F -67 shares

    1.62% of the 13F portfolio, value $7,172,919.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 86,550 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $6,834,879.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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