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Stokes Capital Advisors, LLC: VIG position timeline

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

Stokes Capital Advisors, LLC held 23,127 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 23,127 shares
    Change vs previous 13F -4,509 shares

    1.18% of the 13F portfolio, value $5,395,761.

    13F-HR 0001085146-26-000873 filed by Stokes Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,636 shares
    Change vs previous 13F +1,363 shares

    1.4% of the 13F portfolio, value $6,539,231.

    13F-HR 0001734460-26-000004 filed by Stokes Capital Advisors, LLC
    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/A 26,273 shares
    Change vs previous 13F +365 shares

    1.27% of the 13F portfolio, value $5,650,272.

    13F-HR/A 0001734460-26-000003 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,908 shares
    Change vs previous 13F -743 shares

    1.3% of the 13F portfolio, value $5,694,061.

    13F-HR 0001085146-26-000070 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,651 shares
    Change vs previous 13F -869 shares

    1.34% of the 13F portfolio, value $5,751,020.

    13F-HR 0001085146-25-005873 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,520 shares
    Change vs previous 13F -15,305 shares

    1.38% of the 13F portfolio, value $5,632,519.

    13F-HR 0001085146-25-003695 filed by Stokes Capital Advisors, LLC
    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 42,825 shares
    Change vs previous 13F +218 shares

    2.11% of the 13F portfolio, value $8,307,622.

    13F-HR 0001085146-25-002061 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 42,607 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $8,343,729.

    13F-HR 0001085146-25-000279 filed by Stokes Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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