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Disclosery

Wealth Group Ltd: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Group Ltd on VIG, newest first. How the timeline and the estimate are built.

Wealth Group Ltd held 3,516 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 3,516 shares
    Change vs previous 13F -42 shares

    0.15% of the 13F portfolio, value $826,436.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,558 shares
    Change vs previous 13F -15 shares

    0.16% of the 13F portfolio, value $841,894.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    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 3,573 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $768,409.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    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 3,573 shares
    Change vs previous 13F -3 shares

    0.18% of the 13F portfolio, value $785,274.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    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 3,576 shares
    Change vs previous 13F -45 shares

    0.18% of the 13F portfolio, value $771,665.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    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 3,621 shares
    Change vs previous 13F -221 shares

    0.19% of the 13F portfolio, value $741,110.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    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 3,842 shares
    Change vs previous 13F +100 shares

    0.22% of the 13F portfolio, value $745,310.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    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 3,742 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $732,796.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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