StrongBox Wealth, LLC: VIG position timeline

StrongBox Wealth, LLC held 27,115 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 27,115 shares

   Change vs previous 13F +127 shares

   1.83% of the 13F portfolio, value $6,416,055.

   13F-HR 0001812155-26-000002 filed by StrongBox Wealth, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 26,988 shares

   Change vs previous 13F +337 shares

   1.86% of the 13F portfolio, value $5,804,094.

   13F-HR 0001172661-26-001636 filed by StrongBox Wealth, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 26,651 shares

   Change vs previous 13F -84 shares

   1.93% of the 13F portfolio, value $5,857,459.

   13F-HR 0001172661-26-000233 filed by StrongBox Wealth, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 26,735 shares

   Change vs previous 13F +1,104 shares

   1.95% of the 13F portfolio, value $5,769,304.

   13F-HR 0001172661-25-004182 filed by StrongBox Wealth, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 25,631 shares

   Change vs previous 13F +251 shares

   1.99% of the 13F portfolio, value $5,246,041.

   13F-HR 0001172661-25-002507 filed by StrongBox Wealth, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 25,380 shares

   Change vs previous 13F -746 shares

   2.05% of the 13F portfolio, value $4,923,409.

   13F-HR 0001172661-25-001754 filed by StrongBox Wealth, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 26,126 shares

   Change vs previous 13F -416 shares

   2.17% of the 13F portfolio, value $5,116,252.

   13F-HR 0001172661-25-000188 filed by StrongBox Wealth, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 26,542 shares

   Change vs previous 13F not available

   2.25% of the 13F portfolio, value $5,256,873.

   13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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