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D.B. Root & Company, LLC: VIG position timeline

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

D.B. Root & Company, LLC held 80,066 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,066 shares
    Change vs previous 13F +3,565 shares

    4.02% of the 13F portfolio, value $18,945,175.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 76,501 shares
    Change vs previous 13F -1,377 shares

    3.93% of the 13F portfolio, value $16,452,299.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 77,878 shares
    Change vs previous 13F -940 shares

    4.18% of the 13F portfolio, value $17,116,122.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 78,818 shares
    Change vs previous 13F -24 shares

    4.32% of the 13F portfolio, value $17,008,064.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 78,842 shares
    Change vs previous 13F -3,224 shares

    4.76% of the 13F portfolio, value $16,136,615.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 82,066 shares
    Change vs previous 13F +3,721 shares

    5.14% of the 13F portfolio, value $15,919,954.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 78,345 shares
    Change vs previous 13F +465 shares

    4.88% of the 13F portfolio, value $15,342,459.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 77,880 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $15,425,042.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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