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Next Capital Management LLC: VIG position timeline

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

Next Capital Management LLC held 14,624 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,624 shares
    Change vs previous 13F +7 shares

    0.93% of the 13F portfolio, value $3,460,238.

    13F-HR 0001437749-26-025432 filed by Next Capital Management 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 14,617 shares
    Change vs previous 13F +1,257 shares

    0.95% of the 13F portfolio, value $3,143,446.

    13F-HR 0001437749-26-015365 filed by Next Capital Management 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 13,360 shares
    Change vs previous 13F +11 shares

    0.94% of the 13F portfolio, value $2,936,287.

    13F-HR 0001437749-26-003766 filed by Next Capital Management 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 13,349 shares
    Change vs previous 13F +7 shares

    0.96% of the 13F portfolio, value $2,880,487.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 13,342 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $2,730,630.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 13,342 shares
    Change vs previous 13F -1,957 shares

    1.24% of the 13F portfolio, value $2,588,141.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 15,299 shares
    Change vs previous 13F +2 shares

    1.23% of the 13F portfolio, value $2,995,916.

    13F-HR 0001437749-25-003355 filed by Next Capital Management 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 15,297 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $3,029,724.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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