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SARD WEALTH MANAGEMENT GROUP, LLC: VIG position timeline

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

SARD WEALTH MANAGEMENT GROUP, LLC held 23,241 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,241 shares
    Change vs previous 13F +142 shares

    2.63% of the 13F portfolio, value $5,499,361.

    13F-HR 0001951757-26-001229 filed by SARD WEALTH MANAGEMENT GROUP, 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 23,099 shares
    Change vs previous 13F -53 shares

    2.7% of the 13F portfolio, value $4,967,577.

    13F-HR 0001951757-26-000566 filed by SARD WEALTH MANAGEMENT GROUP, 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 23,152 shares
    Change vs previous 13F +599 shares

    2.79% of the 13F portfolio, value $5,088,412.

    13F-HR 0001951757-26-000040 filed by SARD WEALTH MANAGEMENT GROUP, 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 22,553 shares
    Change vs previous 13F +269 shares

    2.78% of the 13F portfolio, value $4,866,644.

    13F-HR 0001951757-25-001166 filed by SARD WEALTH MANAGEMENT GROUP, 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 22,284 shares
    Change vs previous 13F -42 shares

    2.81% of the 13F portfolio, value $4,560,864.

    13F-HR 0001951757-25-000594 filed by SARD WEALTH MANAGEMENT GROUP, 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 22,326 shares
    Change vs previous 13F +28 shares

    2.9% of the 13F portfolio, value $4,331,030.

    13F-HR 0001951757-25-000333 filed by SARD WEALTH MANAGEMENT GROUP, 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 22,298 shares
    Change vs previous 13F +265 shares

    2.93% of the 13F portfolio, value $4,366,589.

    13F-HR 0001951757-25-000030 filed by SARD WEALTH MANAGEMENT GROUP, 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 22,033 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $4,363,804.

    13F-HR 0001951757-24-001064 filed by SARD WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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