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MATRIX ASSET ADVISORS INC/NY: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on VIG, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 3,164 VIG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,164 shares
    Change vs previous 13F -16 shares

    0.06% of the 13F portfolio, value $738,417.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,180 shares
    Change vs previous 13F -87 shares

    0.06% of the 13F portfolio, value $752,475.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,267 shares
    Change vs previous 13F -268 shares

    0.06% of the 13F portfolio, value $702,706.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,535 shares
    Change vs previous 13F +21 shares

    0.07% of the 13F portfolio, value $777,067.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,514 shares
    Change vs previous 13F +38 shares

    0.07% of the 13F portfolio, value $758,387.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 3,476 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $711,464.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,467 shares
    Change vs previous 13F +12 shares

    0.07% of the 13F portfolio, value $672,593.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,455 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $676,629.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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