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Martel Wealth Advisors LLC: VIG position timeline

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

Martel Wealth Advisors LLC held 74,740 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,740 shares
    Change vs previous 13F -622 shares

    2.78% of the 13F portfolio, value $17,685,037.

    13F-HR 0001214659-26-008472 filed by Martel Wealth 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 75,362 shares
    Change vs previous 13F -2,405 shares

    2.76% of the 13F portfolio, value $16,207,300.

    13F-HR 0001214659-26-005396 filed by Martel Wealth 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 77,767 shares
    Change vs previous 13F +137 shares

    2.92% of the 13F portfolio, value $17,091,526.

    13F-HR 0001214659-26-000683 filed by Martel Wealth 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 77,630 shares
    Change vs previous 13F -1,480 shares

    2.93% of the 13F portfolio, value $16,751,715.

    13F-HR 0001214659-25-014927 filed by Martel Wealth 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 79,110 shares
    Change vs previous 13F +1,635 shares

    3% of the 13F portfolio, value $16,191,456.

    13F-HR 0001214659-25-010550 filed by Martel Wealth 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 77,475 shares
    Change vs previous 13F -5,764 shares

    2.99% of the 13F portfolio, value $15,029,449.

    13F-HR 0001214659-25-005989 filed by Martel Wealth 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 83,239 shares
    Change vs previous 13F -2,955 shares

    3.18% of the 13F portfolio, value $16,300,753.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors 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 86,194 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $16,999,230.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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