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Royal Fund Management, LLC: VIG position timeline

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

Royal Fund Management, LLC held 18,067 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,067 shares
    Change vs previous 13F -178 shares

    0.36% of the 13F portfolio, value $4,275,074.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 18,245 shares
    Change vs previous 13F +536 shares

    0.38% of the 13F portfolio, value $3,928,770.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 17,709 shares
    Change vs previous 13F +6,717 shares

    0.36% of the 13F portfolio, value $3,896,716.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 10,992 shares
    Change vs previous 13F -3,949 shares

    0.29% of the 13F portfolio, value $2,374,011.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 14,941 shares
    Change vs previous 13F +108 shares

    0.33% of the 13F portfolio, value $3,061,546.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 14,833 shares
    Change vs previous 13F -13,907 shares

    0.34% of the 13F portfolio, value $2,893,426.

    13F-HR 0001172661-25-001875 filed by Royal Fund 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 28,740 shares
    Change vs previous 13F -136 shares

    0.61% of the 13F portfolio, value $5,657,692.

    13F-HR 0001172661-25-000229 filed by Royal Fund 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 28,876 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,746,770.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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