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TOBIAS FINANCIAL ADVISORS, INC.: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on VIG, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 13,006 VIG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 13,006 shares
    Change vs previous 13F -19 shares

    0.39% of the 13F portfolio, value $3,077,447.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 13,025 shares
    Change vs previous 13F -1,999 shares

    0.39% of the 13F portfolio, value $2,801,251.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 15,024 shares
    Change vs previous 13F +2 shares

    0.47% of the 13F portfolio, value $3,301,865.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 15,022 shares
    Change vs previous 13F +110 shares

    0.49% of the 13F portfolio, value $3,241,691.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 14,912 shares
    Change vs previous 13F -27 shares

    0.52% of the 13F portfolio, value $3,052,055.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 14,939 shares
    Change vs previous 13F -329 shares

    0.56% of the 13F portfolio, value $2,898,032.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 15,268 shares
    Change vs previous 13F -182 shares

    0.6% of the 13F portfolio, value $2,989,910.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 15,450 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,060,085.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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