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Disclosery

Peninsula Wealth, LLC: VIG position timeline

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

Peninsula Wealth, LLC held 6,582 VIG shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 6,582 shares
    Change vs previous 13F +15 shares

    0.22% of the 13F portfolio, value $1,288,972.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 6,567 shares
    Change vs previous 13F +16 shares

    0.23% of the 13F portfolio, value $1,320,539.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 6,551 shares
    Change vs previous 13F +19 shares

    0.23% of the 13F portfolio, value $1,225,992.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 6,532 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $1,192,718.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 6,515 shares
    Change vs previous 13F +20 shares

    0.23% of the 13F portfolio, value $1,110,182.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 6,495 shares
    Change vs previous 13F +38 shares

    0.23% of the 13F portfolio, value $991,463.

    13F-HR 0001085146-23-004267 filed by Peninsula 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 ended2023-06-30
    13F 6,457 shares
    Change vs previous 13F -1,726 shares

    0.27% of the 13F portfolio, value $1,048,830.

    13F-HR 0001085146-23-003449 filed by Peninsula 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 ended2023-03-31
    13F 8,183 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,260,222.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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