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Disclosery

EdgeRock Capital LLC: VIG position timeline

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

EdgeRock Capital LLC held 3,907 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 3,907 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $924,474.

    13F-HR 0001908378-26-000004 filed by EdgeRock Capital 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 3,907 shares
    Change vs previous 13F -362 shares

    0.23% of the 13F portfolio, value $840,239.

    13F-HR 0001908378-26-000003 filed by EdgeRock Capital 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 4,269 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $938,240.

    13F-HR 0001908378-26-000001 filed by EdgeRock Capital 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 4,269 shares
    Change vs previous 13F -2 shares

    0.26% of the 13F portfolio, value $921,208.

    13F-HR 0001908378-25-000008 filed by EdgeRock Capital 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 4,271 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $874,261.

    13F-HR 0001908378-25-000003 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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