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Disclosery

Wade Financial Advisory, Inc: VIG position timeline

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

Wade Financial Advisory, Inc held 22,754 VIG shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 22,754 shares
    Change vs previous 13F -1,772 shares

    1.51% of the 13F portfolio, value $4,414,014.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 24,526 shares
    Change vs previous 13F -688 shares

    1.63% of the 13F portfolio, value $4,802,892.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 25,214 shares
    Change vs previous 13F -368 shares

    1.68% of the 13F portfolio, value $4,993,850.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 25,582 shares
    Change vs previous 13F -206 shares

    1.68% of the 13F portfolio, value $4,669,962.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 25,788 shares
    Change vs previous 13F -485 shares

    1.72% of the 13F portfolio, value $4,709,114.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 26,273 shares
    Change vs previous 13F -748 shares

    1.69% of the 13F portfolio, value $4,476,889.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 27,021 shares
    Change vs previous 13F -2,070 shares

    1.8% of the 13F portfolio, value $4,198,495.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 29,091 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $4,725,222.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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