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MinichMacGregor Wealth Management, LLC: VIS position timeline

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

MinichMacGregor Wealth Management, LLC held 44,067 VIS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,067 shares
    Change vs previous 13F -151 shares

    2.41% of the 13F portfolio, value $15,881,105.

    13F-HR 0001172661-26-002643 filed by MinichMacGregor 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 44,218 shares
    Change vs previous 13F +546 shares

    2.44% of the 13F portfolio, value $13,805,922.

    13F-HR 0001172661-26-001514 filed by MinichMacGregor 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 43,672 shares
    Change vs previous 13F +553 shares

    2.36% of the 13F portfolio, value $13,030,989.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth 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 ended2025-09-30
    13F 43,119 shares
    Change vs previous 13F -2,648 shares

    2.49% of the 13F portfolio, value $12,775,829.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth 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 ended2025-06-30
    13F 45,767 shares
    Change vs previous 13F -3,464 shares

    2.74% of the 13F portfolio, value $12,818,024.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth 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 ended2025-03-31
    13F 49,231 shares
    Change vs previous 13F +736 shares

    2.73% of the 13F portfolio, value $12,187,186.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth 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 ended2024-12-31
    13F 48,495 shares
    Change vs previous 13F -284 shares

    2.56% of the 13F portfolio, value $12,336,719.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, 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 48,779 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $12,686,004.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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