Skip to content
Disclosery

RIDGECREST WEALTH PARTNERS, LLC: VIG position timeline

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

RIDGECREST WEALTH PARTNERS, LLC held 29,329 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,329 shares
    Change vs previous 13F -222 shares

    3.35% of the 13F portfolio, value $6,939,875.

    13F-HR 0001860719-26-000004 filed by RIDGECREST 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 29,551 shares
    Change vs previous 13F +364 shares

    3.51% of the 13F portfolio, value $6,355,194.

    13F-HR 0001860719-26-000002 filed by RIDGECREST 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 29,187 shares
    Change vs previous 13F -8,881 shares

    3.48% of the 13F portfolio, value $6,414,658.

    13F-HR 0001860719-26-000001 filed by RIDGECREST 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 38,068 shares
    Change vs previous 13F +446 shares

    3.71% of the 13F portfolio, value $8,214,683.

    13F-HR 0001860719-25-000007 filed by RIDGECREST 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 37,622 shares
    Change vs previous 13F +5,278 shares

    4.06% of the 13F portfolio, value $7,700,101.

    13F-HR 0001860719-25-000005 filed by RIDGECREST 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 32,344 shares
    Change vs previous 13F +3,069 shares

    3.29% of the 13F portfolio, value $6,274,418.

    13F-HR 0001860719-25-000003 filed by RIDGECREST 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 29,275 shares
    Change vs previous 13F -146 shares

    3.11% of the 13F portfolio, value $5,732,939.

    13F-HR 0001860719-25-000001 filed by RIDGECREST 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 29,421 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $5,827,164.

    13F-HR 0001860719-24-000004 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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