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CWS Financial Advisors, LLC: VIG position timeline

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

CWS Financial Advisors, LLC held 53,381 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,381 shares
    Change vs previous 13F -1,350 shares

    2.8% of the 13F portfolio, value $12,631,095.

    13F-HR 0001104659-26-088541 filed by CWS Financial Advisors, 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 54,731 shares
    Change vs previous 13F +101 shares

    3.02% of the 13F portfolio, value $11,770,504.

    13F-HR 0001104659-26-049318 filed by CWS Financial Advisors, 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 54,630 shares
    Change vs previous 13F -144 shares

    3.26% of the 13F portfolio, value $12,006,592.

    13F-HR 0001104659-26-011365 filed by CWS Financial Advisors, 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 54,774 shares
    Change vs previous 13F +800 shares

    3.28% of the 13F portfolio, value $11,819,778.

    13F-HR 0001104659-25-106015 filed by CWS Financial Advisors, 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 53,974 shares
    Change vs previous 13F +4,660 shares

    3.21% of the 13F portfolio, value $11,046,812.

    13F-HR 0001104659-25-075641 filed by CWS Financial Advisors, 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 49,314 shares
    Change vs previous 13F +1,147 shares

    3.02% of the 13F portfolio, value $9,566,387.

    13F-HR 0001104659-25-047906 filed by CWS Financial Advisors, 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 48,167 shares
    Change vs previous 13F +2,743 shares

    3.05% of the 13F portfolio, value $9,432,505.

    13F-HR 0001104659-25-009042 filed by CWS Financial Advisors, 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 45,424 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $8,996,588.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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