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OPTIMA CAPITAL LLC: VIG position timeline

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

OPTIMA CAPITAL LLC held 20,337 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,337 shares
    Change vs previous 13F +1,560 shares

    1.9% of the 13F portfolio, value $4,812,217.

    13F-HR 0002070972-26-000003 filed by OPTIMA CAPITAL 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 18,777 shares
    Change vs previous 13F +1,572 shares

    1.87% of the 13F portfolio, value $4,038,107.

    13F-HR 0002070972-26-000002 filed by OPTIMA CAPITAL 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 17,205 shares
    Change vs previous 13F +368 shares

    1.64% of the 13F portfolio, value $3,781,286.

    13F-HR 0002070972-26-000001 filed by OPTIMA CAPITAL 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 16,837 shares
    Change vs previous 13F +721 shares

    1.77% of the 13F portfolio, value $3,647,192.

    13F-HR 0002070972-25-000006 filed by OPTIMA CAPITAL 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 16,116 shares
    Change vs previous 13F +2,097 shares

    1.78% of the 13F portfolio, value $3,312,268.

    13F-HR 0002070972-25-000004 filed by OPTIMA CAPITAL 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 14,019 shares
    Change vs previous 13F +1,210 shares

    1.73% of the 13F portfolio, value $2,719,574.

    13F-HR 0002070972-25-000003 filed by OPTIMA CAPITAL 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 12,809 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $2,508,330.

    13F-HR 0002070972-25-000002 filed by OPTIMA CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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