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Sound View Wealth Advisors Group, LLC: VIGI 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 VIGI, newest first. How the timeline and the estimate are built.

Sound View Wealth Advisors Group, LLC held 36,818 VIGI 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 36,818 shares
    Change vs previous 13F +322 shares

    0.21% of the 13F portfolio, value $3,438,060.

    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 36,496 shares
    Change vs previous 13F +375 shares

    0.22% of the 13F portfolio, value $3,228,416.

    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 36,121 shares
    Change vs previous 13F +1,788 shares

    0.22% of the 13F portfolio, value $3,303,309.

    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 34,333 shares
    Change vs previous 13F +1,001 shares

    0.21% of the 13F portfolio, value $3,075,245.

    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 33,332 shares
    Change vs previous 13F +3,901 shares

    0.22% of the 13F portfolio, value $3,003,852.

    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 29,431 shares
    Change vs previous 13F +4,405 shares

    0.2% of the 13F portfolio, value $2,440,984.

    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 25,026 shares
    Change vs previous 13F +1,086 shares

    0.16% of the 13F portfolio, value $2,001,809.

    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 23,940 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,113,452.

    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).