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VCI Wealth Management LLC: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VCI Wealth Management LLC on AJG, newest first. How the timeline and the estimate are built.

VCI Wealth Management LLC held 0 AJG shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -6,671 shares

    13F-HR 0002085853-25-000098 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 6,671 shares
    Change vs previous 13F +502 shares

    0.75% of the 13F portfolio, value $2,135,521.

    13F-HR 0001667731-25-001009 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,169 shares
    Change vs previous 13F -1,641 shares

    0.89% of the 13F portfolio, value $2,129,786.

    13F-HR 0001667731-25-000595 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 7,810 shares
    Change vs previous 13F +1,200 shares

    0.94% of the 13F portfolio, value $2,216,869.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,610 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,859,856.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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