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Planning Center, Inc.: VIG position timeline

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

Planning Center, Inc. held 8,163 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,163 shares
    Change vs previous 13F -245 shares

    0.18% of the 13F portfolio, value $1,931,585.

    13F-HR 0001910966-26-000005 filed by Planning Center, Inc.
    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 8,408 shares
    Change vs previous 13F -1,447 shares

    0.18% of the 13F portfolio, value $1,808,199.

    13F-HR 0001910966-26-000003 filed by Planning Center, Inc.
    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 9,855 shares
    Change vs previous 13F +220 shares

    0.22% of the 13F portfolio, value $2,165,963.

    13F-HR 0001910966-26-000001 filed by Planning Center, Inc.
    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 9,635 shares
    Change vs previous 13F +22 shares

    0.22% of the 13F portfolio, value $2,079,071.

    13F-HR 0001910966-25-000008 filed by Planning Center, Inc.
    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 9,613 shares
    Change vs previous 13F -251 shares

    0.22% of the 13F portfolio, value $1,967,463.

    13F-HR 0001910966-25-000007 filed by Planning Center, Inc.
    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 9,864 shares
    Change vs previous 13F +25 shares

    0.23% of the 13F portfolio, value $1,913,489.

    13F-HR 0001910966-25-000003 filed by Planning Center, Inc.
    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 9,839 shares
    Change vs previous 13F -750 shares

    0.24% of the 13F portfolio, value $1,926,716.

    13F-HR 0001910966-25-000001 filed by Planning Center, Inc.
    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 10,589 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,097,294.

    13F-HR 0001910966-24-000007 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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