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Mutual Advisors, LLC: VIG position timeline

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

Mutual Advisors, LLC held 119,559 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,559 shares
    Change vs previous 13F +1,958 shares

    0.53% of the 13F portfolio, value $28,290,037.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 117,601 shares
    Change vs previous 13F -2,639 shares

    0.54% of the 13F portfolio, value $25,291,300.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 120,240 shares
    Change vs previous 13F +807 shares

    0.57% of the 13F portfolio, value $26,426,295.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 119,433 shares
    Change vs previous 13F -2,960 shares

    0.57% of the 13F portfolio, value $25,932,543.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 122,393 shares
    Change vs previous 13F -1,907 shares

    0.64% of the 13F portfolio, value $25,597,376.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 124,300 shares
    Change vs previous 13F -459 shares

    0.67% of the 13F portfolio, value $23,450,467.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 124,759 shares
    Change vs previous 13F +1,860 shares

    0.71% of the 13F portfolio, value $24,681,162.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 122,899 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $24,324,162.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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