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Centerpoint Advisory Group: VIG position timeline

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

Centerpoint Advisory Group held 24,272 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,272 shares
    Change vs previous 13F -910 shares

    3.64% of the 13F portfolio, value $5,743,244.

    13F-HR 0002085853-26-000899 filed by Centerpoint Advisory Group
    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 25,182 shares
    Change vs previous 13F -33 shares

    4.08% of the 13F portfolio, value $5,415,645.

    13F-HR 0002085853-26-000522 filed by Centerpoint Advisory Group
    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 25,215 shares
    Change vs previous 13F -275 shares

    4.27% of the 13F portfolio, value $5,541,754.

    13F-HR 0002085853-26-000190 filed by Centerpoint Advisory Group
    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 25,490 shares
    Change vs previous 13F -378 shares

    4.28% of the 13F portfolio, value $5,500,495.

    13F-HR 0002085853-25-000219 filed by Centerpoint Advisory Group
    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 25,868 shares
    Change vs previous 13F -165 shares

    4.59% of the 13F portfolio, value $5,294,416.

    13F-HR 0001667731-25-001053 filed by Centerpoint Advisory Group
    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 26,033 shares
    Change vs previous 13F -905 shares

    4.97% of the 13F portfolio, value $5,050,151.

    13F-HR 0001667731-25-000479 filed by Centerpoint Advisory Group
    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 26,938 shares
    Change vs previous 13F not available

    5.1% of the 13F portfolio, value $5,275,275.

    13F-HR 0001667731-25-000186 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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