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Global Wealth Strategies & Associates: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Wealth Strategies & Associates on VIG, newest first. How the timeline and the estimate are built.

Global Wealth Strategies & Associates held 109,418 VIG shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 109,418 shares
    Change vs previous 13F +2,862 shares

    4.68% of the 13F portfolio, value $25,528,198.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 106,556 shares
    Change vs previous 13F +10,428 shares

    4.78% of the 13F portfolio, value $25,213,168.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    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 96,128 shares
    Change vs previous 13F +34,520 shares

    5.08% of the 13F portfolio, value $20,673,383.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 61,608 shares
    Change vs previous 13F +2,321 shares

    3.38% of the 13F portfolio, value $13,540,262.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 59,287 shares
    Change vs previous 13F +2,985 shares

    3.29% of the 13F portfolio, value $12,793,628.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 56,302 shares
    Change vs previous 13F +4,598 shares

    3.3% of the 13F portfolio, value $11,523,246.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 51,704 shares
    Change vs previous 13F +2,032 shares

    3.04% of the 13F portfolio, value $10,030,022.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 49,672 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $9,727,256.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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