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New Perspectives, Inc: VIG position timeline

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

New Perspectives, Inc held 38,494 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,494 shares
    Change vs previous 13F -452 shares

    2.8% of the 13F portfolio, value $9,108,447.

    13F-HR 0001909565-26-000005 filed by New Perspectives, 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 38,946 shares
    Change vs previous 13F -590 shares

    2.9% of the 13F portfolio, value $8,375,724.

    13F-HR 0001909565-26-000004 filed by New Perspectives, 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 39,536 shares
    Change vs previous 13F +1,002 shares

    3.01% of the 13F portfolio, value $8,689,166.

    13F-HR 0001909565-26-000001 filed by New Perspectives, 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 38,534 shares
    Change vs previous 13F -1,515 shares

    3.72% of the 13F portfolio, value $8,315,299.

    13F-HR 0001909565-25-000006 filed by New Perspectives, 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 40,049 shares
    Change vs previous 13F -1,095 shares

    4.05% of the 13F portfolio, value $8,196,776.

    13F-HR 0001909565-25-000005 filed by New Perspectives, 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 41,144 shares
    Change vs previous 13F -763 shares

    4.26% of the 13F portfolio, value $7,981,475.

    13F-HR 0001909565-25-000004 filed by New Perspectives, 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 41,907 shares
    Change vs previous 13F -603 shares

    4.4% of the 13F portfolio, value $8,206,734.

    13F-HR 0001909565-25-000001 filed by New Perspectives, Inc
    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 42,510 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $8,419,462.

    13F-HR 0001909565-24-000003 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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