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Disclosery

NewEdge Wealth, LLC: VIG position timeline

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

NewEdge Wealth, LLC held 101,715 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,715 shares
    Change vs previous 13F -3,660 shares

    0.24% of the 13F portfolio, value $24,067,693.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 105,375 shares
    Change vs previous 13F -4,379 shares

    0.27% of the 13F portfolio, value $22,661,905.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 109,754 shares
    Change vs previous 13F +6,914 shares

    0.27% of the 13F portfolio, value $24,121,805.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 102,840 shares
    Change vs previous 13F -3,253 shares

    0.32% of the 13F portfolio, value $22,240,129.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 106,093 shares
    Change vs previous 13F +195 shares

    0.34% of the 13F portfolio, value $21,856,310.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 105,898 shares
    Change vs previous 13F -32,121 shares

    0.37% of the 13F portfolio, value $20,543,236.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 138,019 shares
    Change vs previous 13F +307 shares

    0.47% of the 13F portfolio, value $27,028,307.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 137,712 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $27,275,277.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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