Skip to content
Disclosery

Forum Private Client Group LLC: VIG position timeline

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

Forum Private Client Group LLC held 24,063 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,063 shares
    Change vs previous 13F +335 shares

    1.69% of the 13F portfolio, value $5,693,821.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 23,728 shares
    Change vs previous 13F -1,114 shares

    1.7% of the 13F portfolio, value $5,102,908.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 24,842 shares
    Change vs previous 13F -290 shares

    1.86% of the 13F portfolio, value $5,459,874.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 25,132 shares
    Change vs previous 13F -1,177 shares

    1.93% of the 13F portfolio, value $5,423,325.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 26,309 shares
    Change vs previous 13F -541 shares

    2.08% of the 13F portfolio, value $5,384,637.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 26,850 shares
    Change vs previous 13F -659 shares

    2.26% of the 13F portfolio, value $5,208,682.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 27,509 shares
    Change vs previous 13F -1,277 shares

    2.4% of the 13F portfolio, value $5,387,122.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 28,786 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $5,701,348.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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