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Sound View Wealth Advisors Group, LLC: VIG position timeline

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

Sound View Wealth Advisors Group, LLC held 83,264 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,264 shares
    Change vs previous 13F -4,125 shares

    1.22% of the 13F portfolio, value $19,701,858.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors 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 87,389 shares
    Change vs previous 13F -474 shares

    1.28% of the 13F portfolio, value $18,793,829.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors 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 87,863 shares
    Change vs previous 13F +267 shares

    1.3% of the 13F portfolio, value $19,310,425.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors 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 87,596 shares
    Change vs previous 13F -373 shares

    1.3% of the 13F portfolio, value $18,902,275.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors 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 87,969 shares
    Change vs previous 13F -3,629 shares

    1.33% of the 13F portfolio, value $18,004,550.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors 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 91,598 shares
    Change vs previous 13F -1,448 shares

    1.46% of the 13F portfolio, value $17,769,077.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors 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 93,046 shares
    Change vs previous 13F +1,337 shares

    1.47% of the 13F portfolio, value $18,221,179.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors 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 91,709 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $18,163,975.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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