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Disclosery

Gerald Baker Financial Group LLC: VIG position timeline

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

Gerald Baker Financial Group LLC held 91,080 VIG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 91,080 shares
    Change vs previous 13F +226 shares

    6% of the 13F portfolio, value $21,249,885.

    13F-HR 0001214659-26-012734 filed by Gerald Baker Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 90,854 shares
    Change vs previous 13F +598 shares

    6.12% of the 13F portfolio, value $21,497,961.

    13F-HR 0001214659-26-009450 filed by Gerald Baker Financial 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 ended2026-03-31
    13F/A 90,256 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $19,410,482.

    13F-HR/A 0001214659-26-005637 filed by Gerald Baker Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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