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Coastline Complete Wealth LLC: VIG position timeline

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

Coastline Complete Wealth LLC held 100,968 VIG shares at 2026-03-31 per its 13F-HR filed 2026-05-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 100,968 shares
    Change vs previous 13F +12,430 shares

    13.46% of the 13F portfolio, value $21,714,264.

    13F-HR 0002112134-26-000003 filed by Coastline Complete Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 88,538 shares
    Change vs previous 13F not available

    12.25% of the 13F portfolio, value $19,458,860.

    13F-HR 0002112134-26-000002 filed by Coastline Complete Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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