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DHJJ Financial Advisors, Ltd.: VIG position timeline

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

DHJJ Financial Advisors, Ltd. held 32,335 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,335 shares
    Change vs previous 13F +687 shares

    2.21% of the 13F portfolio, value $7,651,011.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 31,648 shares
    Change vs previous 13F -417 shares

    2.26% of the 13F portfolio, value $6,806,196.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 32,065 shares
    Change vs previous 13F -1,056 shares

    2.34% of the 13F portfolio, value $7,047,152.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 33,121 shares
    Change vs previous 13F -53 shares

    2.42% of the 13F portfolio, value $7,147,215.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 33,174 shares
    Change vs previous 13F +351 shares

    2.45% of the 13F portfolio, value $6,789,670.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 32,823 shares
    Change vs previous 13F +85 shares

    2.56% of the 13F portfolio, value $6,367,284.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 32,738 shares
    Change vs previous 13F +383 shares

    2.5% of the 13F portfolio, value $6,411,142.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 32,355 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $6,408,313.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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