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Disclosery

Leeward Financial Partners, LLC: VIG position timeline

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

Leeward Financial Partners, LLC held 10,309 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,309 shares
    Change vs previous 13F -2,242 shares

    0.64% of the 13F portfolio, value $2,439,316.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 12,551 shares
    Change vs previous 13F -10 shares

    0.8% of the 13F portfolio, value $2,699,218.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 12,561 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $2,760,657.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 12,561 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $2,710,538.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 12,561 shares
    Change vs previous 13F -9 shares

    0.81% of the 13F portfolio, value $2,570,860.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 12,570 shares
    Change vs previous 13F -2,978 shares

    0.91% of the 13F portfolio, value $2,438,454.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 15,548 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $3,044,765.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 15,548 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,079,437.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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