VESTIA PERSONAL WEALTH ADVISORS: VIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VESTIA PERSONAL WEALTH ADVISORS on VIG, newest first. How the timeline and the estimate are built.
VESTIA PERSONAL WEALTH ADVISORS held 1,028 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,028 sharesChange vs previous 13F +1 shares
0.09% of the 13F portfolio, value $243,173.
13F-HR 0002033299-26-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,027 sharesChange vs previous 13F -10 shares
0.1% of the 13F portfolio, value $220,953.
13F-HR 0002033299-26-000002 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,037 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $232,192.
13F-HR 0002033299-26-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,037 sharesChange vs previous 13F +16 shares
0.13% of the 13F portfolio, value $223,774.
13F-HR 0002033299-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,021 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $208,968.
13F-HR 0002033299-25-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).