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Disclosery

Intelligent Financial Strategies: VIG position timeline

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

Intelligent Financial Strategies held 19,644 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,644 shares
    Change vs previous 13F +9 shares

    2.24% of the 13F portfolio, value $4,648,112.

    13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
    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 19,635 shares
    Change vs previous 13F -2,068 shares

    2.2% of the 13F portfolio, value $4,222,666.

    13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
    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 21,703 shares
    Change vs previous 13F -209 shares

    2.29% of the 13F portfolio, value $4,769,845.

    13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
    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 21,912 shares
    Change vs previous 13F -83 shares

    2.31% of the 13F portfolio, value $4,747,343.

    13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
    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 21,995 shares
    Change vs previous 13F 0 shares

    2.4% of the 13F portfolio, value $4,520,784.

    13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
    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 21,995 shares
    Change vs previous 13F -437 shares

    2.23% of the 13F portfolio, value $4,266,720.

    13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
    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 22,432 shares
    Change vs previous 13F -180 shares

    2.43% of the 13F portfolio, value $4,392,791.

    13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
    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 22,612 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $4,497,467.

    13F-HR 0001911000-24-000005 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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