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Northwest Financial Advisors: VIG position timeline

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

Northwest Financial Advisors held 1,740 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,740 shares
    Change vs previous 13F -184 shares

    0.05% of the 13F portfolio, value $411,718.

    13F-HR 0002085853-26-000863 filed by Northwest Financial 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 1,924 shares
    Change vs previous 13F -1,080 shares

    0.8% of the 13F portfolio, value $413,776.

    13F-HR 0002085853-26-000498 filed by Northwest Financial 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 3,004 shares
    Change vs previous 13F -18,136 shares

    1.36% of the 13F portfolio, value $660,181.

    13F-HR 0002085853-26-000079 filed by Northwest Financial 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 21,140 shares
    Change vs previous 13F -32 shares

    5.86% of the 13F portfolio, value $4,561,792.

    13F-HR 0002010635-25-000008 filed by Northwest Financial 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 21,172 shares
    Change vs previous 13F +41 shares

    6.05% of the 13F portfolio, value $4,333,374.

    13F-HR 0002010635-25-000007 filed by Northwest Financial 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 21,131 shares
    Change vs previous 13F +44 shares

    3.4% of the 13F portfolio, value $4,099,124.

    13F-HR 0002010635-25-000004 filed by Northwest Financial 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 21,087 shares
    Change vs previous 13F +11 shares

    3.41% of the 13F portfolio, value $4,129,478.

    13F-HR 0002010635-25-000001 filed by Northwest Financial 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 21,076 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $4,174,316.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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