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Intellus Advisors LLC: VIG position timeline

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

Intellus Advisors LLC held 227,409 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,409 shares
    Change vs previous 13F +4,262 shares

    6.53% of the 13F portfolio, value $53,809,592.

    13F-HR 0001765380-26-000367 filed by Intellus 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 ended2026-03-31
    13F 223,147 shares
    Change vs previous 13F +3,322 shares

    6.56% of the 13F portfolio, value $47,989,985.

    13F-HR 0001765380-26-000185 filed by Intellus 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 ended2025-12-31
    13F 219,825 shares
    Change vs previous 13F +792 shares

    6.41% of the 13F portfolio, value $48,313,057.

    13F-HR 0001765380-26-000073 filed by Intellus 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 ended2025-09-30
    13F 219,033 shares
    Change vs previous 13F +2,179 shares

    6.46% of the 13F portfolio, value $47,265,080.

    13F-HR 0001765380-25-000481 filed by Intellus 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 ended2025-06-30
    13F 216,854 shares
    Change vs previous 13F +3,494 shares

    6.61% of the 13F portfolio, value $44,383,551.

    13F-HR 0001765380-25-000357 filed by Intellus 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 ended2025-03-31
    13F 213,360 shares
    Change vs previous 13F +2,829 shares

    7.23% of the 13F portfolio, value $41,389,747.

    13F-HR 0001765380-25-000176 filed by Intellus 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 ended2024-12-31
    13F 210,531 shares
    Change vs previous 13F not available

    7.14% of the 13F portfolio, value $41,228,204.

    13F-HR 0001765380-25-000077 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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