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FRG Family Wealth Advisors LLC: VIG position timeline

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

FRG Family Wealth Advisors LLC held 67,389 VIG shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 67,389 shares
    Change vs previous 13F -455 shares

    2.38% of the 13F portfolio, value $14,492,767.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 67,844 shares
    Change vs previous 13F -482 shares

    2.32% of the 13F portfolio, value $14,910,813.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 68,326 shares
    Change vs previous 13F -2,888 shares

    2.37% of the 13F portfolio, value $14,744,002.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 71,214 shares
    Change vs previous 13F -1,315 shares

    2.53% of the 13F portfolio, value $14,575,272.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 72,529 shares
    Change vs previous 13F -1,137 shares

    2.72% of the 13F portfolio, value $14,069,808.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 73,666 shares
    Change vs previous 13F -2,857 shares

    2.62% of the 13F portfolio, value $14,426,017.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 76,523 shares
    Change vs previous 13F -1,145 shares

    2.71% of the 13F portfolio, value $15,156,140.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 77,668 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $14,215,569.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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