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M3 Advisory Group, LLC: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on VIG, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 66,470 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 66,470 shares
    Change vs previous 13F +2,871 shares

    8.16% of the 13F portfolio, value $15,728,033.

    13F-HR 0001951757-26-001045 filed by M3 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 63,599 shares
    Change vs previous 13F +837 shares

    8.43% of the 13F portfolio, value $13,677,680.

    13F-HR 0001951757-26-000697 filed by M3 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 62,762 shares
    Change vs previous 13F +263 shares

    8.41% of the 13F portfolio, value $13,793,842.

    13F-HR 0001951757-26-000209 filed by M3 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 62,499 shares
    Change vs previous 13F +1,561 shares

    8.41% of the 13F portfolio, value $13,486,680.

    13F-HR 0001951757-25-001363 filed by M3 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 60,938 shares
    Change vs previous 13F +1,115 shares

    8.63% of the 13F portfolio, value $12,472,193.

    13F-HR 0001951757-25-000967 filed by M3 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 59,823 shares
    Change vs previous 13F +2,625 shares

    9.17% of the 13F portfolio, value $11,605,143.

    13F-HR 0001951757-25-000419 filed by M3 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 57,198 shares
    Change vs previous 13F +2,375 shares

    8.02% of the 13F portfolio, value $11,201,124.

    13F-HR 0001951757-25-000083 filed by M3 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 54,823 shares
    Change vs previous 13F not available

    7.97% of the 13F portfolio, value $10,858,227.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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