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Disclosery

Brightwater Advisory LLC: VIG position timeline

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

Brightwater Advisory LLC held 28,451 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 28,451 shares
    Change vs previous 13F -444 shares

    4.25% of the 13F portfolio, value $6,732,179.

    13F-HR 0002034566-26-000003 filed by Brightwater 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 28,895 shares
    Change vs previous 13F -88 shares

    4.11% of the 13F portfolio, value $6,214,137.

    13F-HR 0002034566-26-000002 filed by Brightwater 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 28,983 shares
    Change vs previous 13F -15 shares

    4.3% of the 13F portfolio, value $6,369,971.

    13F-HR 0002034566-26-000001 filed by Brightwater 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 28,998 shares
    Change vs previous 13F -950 shares

    4.3% of the 13F portfolio, value $6,257,562.

    13F-HR 0002034566-25-000008 filed by Brightwater 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/A 29,948 shares
    Change vs previous 13F -350 shares

    4.41% of the 13F portfolio, value $6,129,632.

    13F-HR/A 0002034566-25-000005 filed by Brightwater 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/A 30,298 shares
    Change vs previous 13F -838 shares

    4.65% of the 13F portfolio, value $5,877,675.

    13F-HR/A 0002034566-25-000003 filed by Brightwater 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 31,136 shares
    Change vs previous 13F -3,371 shares

    4.78% of the 13F portfolio, value $6,097,410.

    13F-HR 0002034566-25-000001 filed by Brightwater 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 34,507 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $6,834,477.

    13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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