ORBA Wealth Advisors, L.L.C.: VIG position timeline

ORBA Wealth Advisors, L.L.C. held 1,128 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 1,128 shares

   Change vs previous 13F +1,128 shares

   0.23% of the 13F portfolio, value $266,907.

   13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -1,059 shares

   13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 1,059 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $205,435.

   13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 1,059 shares

   Change vs previous 13F 0 shares

   0.11% of the 13F portfolio, value $207,384.

   13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 1,059 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $209,746.

   13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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