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Per Stirling Capital Management, LLC.: VIG position timeline

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

Per Stirling Capital Management, LLC. held 21,463 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,463 shares
    Change vs previous 13F -202 shares

    0.48% of the 13F portfolio, value $5,078,509.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 21,665 shares
    Change vs previous 13F +116 shares

    0.51% of the 13F portfolio, value $4,659,275.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 21,549 shares
    Change vs previous 13F +545 shares

    0.53% of the 13F portfolio, value $4,735,993.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 21,004 shares
    Change vs previous 13F -53 shares

    0.54% of the 13F portfolio, value $4,532,492.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 21,057 shares
    Change vs previous 13F -2,221 shares

    0.56% of the 13F portfolio, value $4,309,793.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 23,278 shares
    Change vs previous 13F +758 shares

    0.65% of the 13F portfolio, value $4,515,753.

    13F-HR 0001689933-25-000003 filed by Per Stirling 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 22,520 shares
    Change vs previous 13F -91 shares

    0.63% of the 13F portfolio, value $4,410,063.

    13F-HR 0001689933-25-000002 filed by Per Stirling 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 22,611 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,478,302.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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