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Disclosery

MOTIVE WEALTH ADVISORS: VIG position timeline

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

MOTIVE WEALTH ADVISORS held 70,324 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 70,324 shares
    Change vs previous 13F +1,153 shares

    6.84% of the 13F portfolio, value $16,640,173.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 69,171 shares
    Change vs previous 13F -5,396 shares

    6.99% of the 13F portfolio, value $14,875,864.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 74,567 shares
    Change vs previous 13F -360 shares

    6.98% of the 13F portfolio, value $16,388,283.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 74,927 shares
    Change vs previous 13F +1,175 shares

    6.97% of the 13F portfolio, value $16,168,420.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 73,752 shares
    Change vs previous 13F +6,085 shares

    6.87% of the 13F portfolio, value $15,094,749.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 67,667 shares
    Change vs previous 13F -972 shares

    7.02% of the 13F portfolio, value $13,126,652.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 68,639 shares
    Change vs previous 13F +1,381 shares

    7.22% of the 13F portfolio, value $13,441,505.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 67,258 shares
    Change vs previous 13F not available

    7.37% of the 13F portfolio, value $12,277,883.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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