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West Financial Advisors, LLC: VIG position timeline

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

West Financial Advisors, LLC held 34,525 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,525 shares
    Change vs previous 13F -2,678 shares

    1.24% of the 13F portfolio, value $8,169,224.

    13F-HR 0001843684-26-000003 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 37,203 shares
    Change vs previous 13F -757 shares

    1.36% of the 13F portfolio, value $8,000,839.

    13F-HR 0001843684-26-000002 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 37,960 shares
    Change vs previous 13F -7,696 shares

    1.41% of the 13F portfolio, value $8,342,788.

    13F-HR 0001843684-26-000001 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 45,656 shares
    Change vs previous 13F -516 shares

    1.63% of the 13F portfolio, value $9,852,152.

    13F-HR 0001843684-25-000007 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 46,172 shares
    Change vs previous 13F -425 shares

    1.64% of the 13F portfolio, value $9,450,084.

    13F-HR 0001843684-25-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 46,597 shares
    Change vs previous 13F -1,191 shares

    1.72% of the 13F portfolio, value $9,039,362.

    13F-HR 0001843684-25-000003 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 47,788 shares
    Change vs previous 13F -1,849 shares

    1.8% of the 13F portfolio, value $9,358,392.

    13F-HR 0001843684-25-000001 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 49,637 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $9,831,017.

    13F-HR 0001843684-24-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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