Skip to content
Disclosery

Souders Financial Advisors: VIG position timeline

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

Souders Financial Advisors held 46,609 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 46,609 shares
    Change vs previous 13F +1,552 shares

    1.11% of the 13F portfolio, value $11,028,710.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 45,057 shares
    Change vs previous 13F +827 shares

    1.11% of the 13F portfolio, value $9,689,872.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 44,230 shares
    Change vs previous 13F +797 shares

    1.11% of the 13F portfolio, value $9,720,845.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 43,433 shares
    Change vs previous 13F +163 shares

    1.11% of the 13F portfolio, value $9,372,489.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 43,270 shares
    Change vs previous 13F +1,096 shares

    1.13% of the 13F portfolio, value $8,856,062.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 42,174 shares
    Change vs previous 13F -3,501 shares

    1.14% of the 13F portfolio, value $8,181,326.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 45,675 shares
    Change vs previous 13F -5,263 shares

    1.25% of the 13F portfolio, value $8,944,542.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 50,938 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $10,088,771.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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