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Cascades Capital Asset Management, LLC: VIG position timeline

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

Cascades Capital Asset Management, LLC held 133,957 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,957 shares
    Change vs previous 13F +5,701 shares

    11.72% of the 13F portfolio, value $31,696,790.

    13F-HR 0001398344-26-014575 filed by Cascades Capital Asset 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 128,256 shares
    Change vs previous 13F +16,634 shares

    11.56% of the 13F portfolio, value $27,582,742.

    13F-HR 0001398344-26-009234 filed by Cascades Capital Asset 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 111,622 shares
    Change vs previous 13F +11,575 shares

    10.27% of the 13F portfolio, value $24,532,326.

    13F-HR 0001398344-26-002198 filed by Cascades Capital Asset 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 100,047 shares
    Change vs previous 13F +11,822 shares

    9.5% of the 13F portfolio, value $21,589,184.

    13F-HR 0001398344-25-020975 filed by Cascades Capital Asset 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 88,225 shares
    Change vs previous 13F +13,361 shares

    9.28% of the 13F portfolio, value $18,056,942.

    13F-HR 0001398344-25-015501 filed by Cascades Capital Asset 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 74,864 shares
    Change vs previous 13F +6,435 shares

    7.84% of the 13F portfolio, value $14,522,877.

    13F-HR 0001398344-25-009590 filed by Cascades Capital Asset 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 68,429 shares
    Change vs previous 13F +6,977 shares

    7.15% of the 13F portfolio, value $13,400,453.

    13F-HR 0001398344-25-002603 filed by Cascades Capital Asset Management, 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 61,452 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $12,171,240.

    13F-HR 0001398344-24-020831 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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