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FORBES J M & CO LLP: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on VIG, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 89,951 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,951 shares
    Change vs previous 13F -473 shares

    1.67% of the 13F portfolio, value $21,284,206.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 90,424 shares
    Change vs previous 13F +2,559 shares

    1.64% of the 13F portfolio, value $19,446,585.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 87,865 shares
    Change vs previous 13F +114 shares

    1.56% of the 13F portfolio, value $19,310,970.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 87,751 shares
    Change vs previous 13F +750 shares

    1.57% of the 13F portfolio, value $18,935,788.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 87,001 shares
    Change vs previous 13F +848 shares

    1.63% of the 13F portfolio, value $17,806,495.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 86,153 shares
    Change vs previous 13F +3,128 shares

    1.62% of the 13F portfolio, value $16,712,820.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 83,025 shares
    Change vs previous 13F +436 shares

    1.56% of the 13F portfolio, value $16,258,786.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 82,589 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $16,357,577.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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