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Sandy Cove Advisors, LLC: VIG position timeline

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

Sandy Cove Advisors, LLC held 35,522 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,522 shares
    Change vs previous 13F +1,720 shares

    2.1% of the 13F portfolio, value $8,405,206.

    13F-HR 0001172661-26-002505 filed by Sandy Cove Advisors, 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 33,802 shares
    Change vs previous 13F -547 shares

    2.18% of the 13F portfolio, value $7,269,385.

    13F-HR 0001172661-26-001597 filed by Sandy Cove Advisors, 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 34,349 shares
    Change vs previous 13F -13,091 shares

    2.24% of the 13F portfolio, value $7,549,354.

    13F-HR 0001172661-26-000539 filed by Sandy Cove Advisors, 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 47,440 shares
    Change vs previous 13F -1,162 shares

    3.27% of the 13F portfolio, value $10,237,219.

    13F-HR 0001172661-25-004355 filed by Sandy Cove Advisors, 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 48,602 shares
    Change vs previous 13F -2,762 shares

    3.59% of the 13F portfolio, value $9,947,359.

    13F-HR 0001172661-25-002497 filed by Sandy Cove Advisors, 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 51,364 shares
    Change vs previous 13F -2,429 shares

    4% of the 13F portfolio, value $9,964,058.

    13F-HR 0001172661-25-001682 filed by Sandy Cove Advisors, 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 53,793 shares
    Change vs previous 13F +1,135 shares

    4.14% of the 13F portfolio, value $10,534,257.

    13F-HR 0001172661-25-000196 filed by Sandy Cove Advisors, 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 52,658 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $10,429,517.

    13F-HR 0001172661-24-004285 filed by Sandy Cove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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