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Disclosery

Colter Lewis Investment Partners LLC: VIG position timeline

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

Colter Lewis Investment Partners LLC held 11,150 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 11,150 shares
    Change vs previous 13F -15 shares

    1.17% of the 13F portfolio, value $2,638,259.

    13F-HR 0001405086-26-000598 filed by Colter Lewis Investment Partners 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 11,165 shares
    Change vs previous 13F +1,151 shares

    2.26% of the 13F portfolio, value $2,401,221.

    13F-HR 0001405086-26-000325 filed by Colter Lewis Investment Partners 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 10,014 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $2,200,836.

    13F-HR 0001405086-26-000110 filed by Colter Lewis Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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