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Mendel Capital Management LLC: VIG position timeline

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

Mendel Capital Management LLC held 60,179 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,179 shares
    Change vs previous 13F -521 shares

    6.41% of the 13F portfolio, value $14,239,484.

    13F-HR 0001911384-26-000008 filed by Mendel Capital 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 60,700 shares
    Change vs previous 13F +123 shares

    6.56% of the 13F portfolio, value $13,054,192.

    13F-HR 0001911384-26-000006 filed by Mendel Capital 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 ended2025-09-30
    13F 60,577 shares
    Change vs previous 13F +31 shares

    6.86% of the 13F portfolio, value $13,071,812.

    13F-HR 0001911384-25-000016 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 60,546 shares
    Change vs previous 13F -2,009 shares

    7.07% of the 13F portfolio, value $12,391,881.

    13F-HR 0001911384-25-000008 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 62,555 shares
    Change vs previous 13F +1,536 shares

    7.34% of the 13F portfolio, value $12,134,992.

    13F-HR 0001911384-25-000006 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 61,019 shares
    Change vs previous 13F +575 shares

    7.24% of the 13F portfolio, value $11,949,434.

    13F-HR 0001911384-25-000004 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 60,444 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $11,971,548.

    13F-HR 0001172661-24-004506 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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