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Disclosery

Flywheel Private Wealth LLC: VIG position timeline

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

Flywheel Private Wealth LLC held 102,806 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,806 shares
    Change vs previous 13F +2,119 shares

    11.99% of the 13F portfolio, value $24,325,971.

    13F-HR 0001725547-26-000242 filed by Flywheel Private Wealth 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 100,687 shares
    Change vs previous 13F +1,144 shares

    12.33% of the 13F portfolio, value $21,653,847.

    13F-HR 0001725547-26-000136 filed by Flywheel Private Wealth 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 99,543 shares
    Change vs previous 13F +16,058 shares

    13.66% of the 13F portfolio, value $21,877,596.

    13F-HR 0001725547-26-000020 filed by Flywheel Private Wealth 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 83,485 shares
    Change vs previous 13F +5,430 shares

    14.07% of the 13F portfolio, value $18,015,131.

    13F-HR 0001725547-25-004114 filed by Flywheel Private Wealth 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 78,055 shares
    Change vs previous 13F +247 shares

    12.82% of the 13F portfolio, value $15,975,522.

    13F-HR 0001725547-25-003450 filed by Flywheel Private Wealth 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 77,808 shares
    Change vs previous 13F +1,257 shares

    13.76% of the 13F portfolio, value $15,093,979.

    13F-HR 0001725547-25-001412 filed by Flywheel Private Wealth 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 76,551 shares
    Change vs previous 13F not available

    13.78% of the 13F portfolio, value $14,990,943.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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