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Disclosery

MOTCO: VIG position timeline

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

MOTCO held 8,654 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,654 shares
    Change vs previous 13F -16 shares

    0.18% of the 13F portfolio, value $2,047,709.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 8,670 shares
    Change vs previous 13F -4,290 shares

    0.17% of the 13F portfolio, value $1,864,570.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 12,960 shares
    Change vs previous 13F +4,290 shares

    0.26% of the 13F portfolio, value $2,848,349.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 8,670 shares
    Change vs previous 13F +573 shares

    0.17% of the 13F portfolio, value $1,870,899.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 8,097 shares
    Change vs previous 13F -12 shares

    0.16% of the 13F portfolio, value $1,668,468.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 8,109 shares
    Change vs previous 13F +74 shares

    0.17% of the 13F portfolio, value $1,573,065.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 8,035 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,573,494.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 8,035 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,591,412.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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