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High Net Worth Advisory Group LLC: VIG position timeline

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

High Net Worth Advisory Group LLC held 77,641 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,641 shares
    Change vs previous 13F +274 shares

    3.9% of the 13F portfolio, value $18,371,463.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory 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 77,367 shares
    Change vs previous 13F +1,153 shares

    3.88% of the 13F portfolio, value $16,638,711.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory 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 76,214 shares
    Change vs previous 13F -232 shares

    3.86% of the 13F portfolio, value $16,750,419.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory 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 76,446 shares
    Change vs previous 13F +1,258 shares

    3.97% of the 13F portfolio, value $16,496,287.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory 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 75,188 shares
    Change vs previous 13F +674 shares

    4.07% of the 13F portfolio, value $15,391,030.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory 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 74,514 shares
    Change vs previous 13F +273 shares

    4.08% of the 13F portfolio, value $14,457,148.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory 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 74,241 shares
    Change vs previous 13F -2,971 shares

    4.06% of the 13F portfolio, value $14,540,368.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory 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 77,212 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $15,294,458.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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