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Frederick Financial Consultants, LLC: VIG position timeline

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

Frederick Financial Consultants, LLC held 27,233 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,233 shares
    Change vs previous 13F +38 shares

    2.73% of the 13F portfolio, value $6,443,881.

    13F-HR 0002055328-26-000003 filed by Frederick Financial Consultants, 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 27,195 shares
    Change vs previous 13F -450 shares

    2.91% of the 13F portfolio, value $5,848,562.

    13F-HR 0002055328-26-000002 filed by Frederick Financial Consultants, 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 27,645 shares
    Change vs previous 13F -617 shares

    3.33% of the 13F portfolio, value $6,075,741.

    13F-HR 0002055328-26-000001 filed by Frederick Financial Consultants, 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 28,262 shares
    Change vs previous 13F -379 shares

    3.42% of the 13F portfolio, value $6,098,752.

    13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, 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 28,641 shares
    Change vs previous 13F +908 shares

    3.64% of the 13F portfolio, value $5,861,931.

    13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, 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 27,733 shares
    Change vs previous 13F +48 shares

    3.88% of the 13F portfolio, value $5,379,904.

    13F-HR 0002055328-25-000002 filed by Frederick Financial Consultants, 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 27,685 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $5,421,474.

    13F-HR 0002055328-25-000001 filed by Frederick Financial Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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