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Disclosery

Performance Wealth Partners, LLC: VIG position timeline

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

Performance Wealth Partners, LLC held 323,157 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,157 shares
    Change vs previous 13F +5,768 shares

    1.9% of the 13F portfolio, value $76,465,337.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 317,389 shares
    Change vs previous 13F +2,805 shares

    1.98% of the 13F portfolio, value $68,257,688.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 314,584 shares
    Change vs previous 13F -1,250 shares

    1.87% of the 13F portfolio, value $69,139,167.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 315,834 shares
    Change vs previous 13F -8,316 shares

    1.9% of the 13F portfolio, value $68,153,824.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 324,150 shares
    Change vs previous 13F +2,919 shares

    2.12% of the 13F portfolio, value $66,343,822.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 321,231 shares
    Change vs previous 13F +10,588 shares

    2.23% of the 13F portfolio, value $62,315,641.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 310,643 shares
    Change vs previous 13F +569 shares

    1.96% of the 13F portfolio, value $60,833,088.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 310,074 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $61,413,273.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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