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Watts Gwilliam & Co., LLC: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Watts Gwilliam & Co., LLC on VIG, newest first. How the timeline and the estimate are built.

Watts Gwilliam & Co., LLC held 36,741 VIG shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 36,741 shares
    Change vs previous 13F +951 shares

    1.28% of the 13F portfolio, value $7,928,313.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 35,790 shares
    Change vs previous 13F +2,271 shares

    1.27% of the 13F portfolio, value $7,717,729.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., 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 33,519 shares
    Change vs previous 13F +234 shares

    1.41% of the 13F portfolio, value $6,502,384.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., 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 33,285 shares
    Change vs previous 13F -267 shares

    1.37% of the 13F portfolio, value $6,497,628.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., 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 33,552 shares
    Change vs previous 13F +5,088 shares

    1.44% of the 13F portfolio, value $6,603,654.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 28,464 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $5,170,799.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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