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WALLER FINANCIAL PLANNING GROUP, INC: VIG position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 29,436 VIG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,436 shares
    Change vs previous 13F -120 shares

    1.39% of the 13F portfolio, value $6,867,701.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,556 shares
    Change vs previous 13F -114 shares

    1.44% of the 13F portfolio, value $6,993,470.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,670 shares
    Change vs previous 13F +1,013 shares

    1.41% of the 13F portfolio, value $6,380,885.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,657 shares
    Change vs previous 13F -2,110 shares

    1.4% of the 13F portfolio, value $6,298,201.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,767 shares
    Change vs previous 13F -164 shares

    1.52% of the 13F portfolio, value $6,639,211.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,931 shares
    Change vs previous 13F +2,485 shares

    1.53% of the 13F portfolio, value $6,330,648.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 28,446 shares
    Change vs previous 13F -1,425 shares

    1.55% of the 13F portfolio, value $5,518,240.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,871 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $5,849,638.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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