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Mittelman Wealth Management: VIG position timeline

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

Mittelman Wealth Management held 15,197 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,197 shares
    Change vs previous 13F -85,381 shares

    12.92% of the 13F portfolio, value $19,537,786.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    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 100,578 shares
    Change vs previous 13F +2,621 shares

    13.49% of the 13F portfolio, value $21,630,469.

    13F-HR 0002021464-26-000002 filed by Mittelman Wealth Management
    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 97,957 shares
    Change vs previous 13F -5,900 shares

    13.99% of the 13F portfolio, value $21,529,063.

    13F-HR 0002021464-26-000001 filed by Mittelman Wealth Management
    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 103,857 shares
    Change vs previous 13F +11,155 shares

    14.67% of the 13F portfolio, value $22,411,446.

    13F-HR 0002021464-25-000006 filed by Mittelman Wealth Management
    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 92,702 shares
    Change vs previous 13F -1,232 shares

    16.02% of the 13F portfolio, value $18,973,447.

    13F-HR 0002021464-25-000004 filed by Mittelman Wealth Management
    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 93,934 shares
    Change vs previous 13F +4,818 shares

    16.44% of the 13F portfolio, value $18,222,300.

    13F-HR 0002021464-25-000003 filed by Mittelman Wealth Management
    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 89,116 shares
    Change vs previous 13F -75,546 shares

    16.24% of the 13F portfolio, value $17,451,586.

    13F-HR 0002021464-25-000001 filed by Mittelman Wealth Management
    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 164,662 shares
    Change vs previous 13F not available

    18.53% of the 13F portfolio, value $32,612,955.

    13F-HR 0002021464-24-000007 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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