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M3 Wealth Management, LLC: VIG position timeline

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

M3 Wealth Management, LLC held 54,281 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 54,281 shares
    Change vs previous 13F +2,953 shares

    8.33% of the 13F portfolio, value $12,843,920.

    13F-HR 0001765380-26-000303 filed by M3 Wealth Management, 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 51,328 shares
    Change vs previous 13F +3,347 shares

    8.5% of the 13F portfolio, value $11,038,600.

    13F-HR 0001765380-26-000148 filed by M3 Wealth Management, 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/A 47,981 shares
    Change vs previous 13F not available

    8.59% of the 13F portfolio, value $10,545,264.

    13F-HR/A 0002109365-26-000004 filed by M3 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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