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MOKAN Wealth Management Inc.: VIG position timeline

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

MOKAN Wealth Management Inc. held 15,351 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,351 shares
    Change vs previous 13F +568 shares

    1.39% of the 13F portfolio, value $3,631,969.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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 14,783 shares
    Change vs previous 13F +4,939 shares

    1.41% of the 13F portfolio, value $3,176,694.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
    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 9,844 shares
    Change vs previous 13F +713 shares

    0.96% of the 13F portfolio, value $2,163,233.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
    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 9,131 shares
    Change vs previous 13F +712 shares

    0.99% of the 13F portfolio, value $1,970,893.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
    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 8,419 shares
    Change vs previous 13F +728 shares

    0.96% of the 13F portfolio, value $1,722,602.

    13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
    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 7,691 shares
    Change vs previous 13F +847 shares

    0.9% of the 13F portfolio, value $1,491,746.

    13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
    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 6,844 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,339,613.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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