Skip to content
Disclosery

Shira Ridge Wealth Management: VIG position timeline

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

Shira Ridge Wealth Management held 9,910 VIG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,910 shares
    Change vs previous 13F +235 shares

    0.8% of the 13F portfolio, value $2,312,058.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,675 shares
    Change vs previous 13F +2 shares

    0.8% of the 13F portfolio, value $2,289,331.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,673 shares
    Change vs previous 13F -7,427 shares

    0.82% of the 13F portfolio, value $2,080,305.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,100 shares
    Change vs previous 13F -9,565 shares

    1.51% of the 13F portfolio, value $3,758,268.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,665 shares
    Change vs previous 13F +543 shares

    2.44% of the 13F portfolio, value $5,754,121.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,122 shares
    Change vs previous 13F -1,093 shares

    2.44% of the 13F portfolio, value $5,346,422.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 27,215 shares
    Change vs previous 13F +2,688 shares

    2.63% of the 13F portfolio, value $5,279,469.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,527 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $4,803,154.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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