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truNorth Financial Services, Inc.: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of truNorth Financial Services, Inc. on VIG, newest first. How the timeline and the estimate are built.

truNorth Financial Services, Inc. held 8,949 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,949 shares
    Change vs previous 13F +259 shares

    1.9% of the 13F portfolio, value $2,117,495.

    13F-HR 0001999371-26-016466 filed by truNorth Financial Services, 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 8,690 shares
    Change vs previous 13F +232 shares

    1.93% of the 13F portfolio, value $1,868,817.

    13F-HR 0002000324-26-001807 filed by truNorth Financial Services, 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 8,458 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $1,858,821.

    13F-HR 0001999371-26-003391 filed by truNorth Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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