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Disclosery

McCarthy & Cox: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McCarthy & Cox on VIG, newest first. How the timeline and the estimate are built.

McCarthy & Cox held 2,263 VIG shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,263 shares
    Change vs previous 13F -98,123 shares

    6.03% of the 13F portfolio, value $497,429.

    13F-HR 0002020726-26-000001 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 100,386 shares
    Change vs previous 13F +9,557 shares

    4.94% of the 13F portfolio, value $21,662,188.

    13F-HR 0001085146-25-005934 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 90,829 shares
    Change vs previous 13F -989 shares

    4.87% of the 13F portfolio, value $18,589,890.

    13F-HR 0001085146-25-003867 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 91,818 shares
    Change vs previous 13F -4,673 shares

    7.76% of the 13F portfolio, value $17,811,698.

    13F-HR 0001085146-25-002083 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 96,491 shares
    Change vs previous 13F -1,538 shares

    6.56% of the 13F portfolio, value $18,895,805.

    13F-HR 0001085146-25-000278 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 98,029 shares
    Change vs previous 13F not available

    7.44% of the 13F portfolio, value $19,415,679.

    13F-HR 0001085146-24-004832 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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