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Western Pacific Wealth Management, LP: VIG position timeline

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

Western Pacific Wealth Management, LP held 54,660 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,660 shares
    Change vs previous 13F +1,023 shares

    11.69% of the 13F portfolio, value $12,933,742.

    13F-HR 0001104659-26-092621 filed by Western Pacific Wealth Management, LP
    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 53,637 shares
    Change vs previous 13F +77 shares

    11.73% of the 13F portfolio, value $11,535,103.

    13F-HR 0001104659-26-044774 filed by Western Pacific Wealth Management, LP
    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 53,560 shares
    Change vs previous 13F +4,195 shares

    11.4% of the 13F portfolio, value $11,771,345.

    13F-HR 0001104659-26-010210 filed by Western Pacific Wealth Management, LP
    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 49,365 shares
    Change vs previous 13F +1,913 shares

    10.4% of the 13F portfolio, value $10,652,526.

    13F-HR 0001104659-25-101147 filed by Western Pacific Wealth Management, LP
    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 47,452 shares
    Change vs previous 13F +5,274 shares

    9.31% of the 13F portfolio, value $9,712,055.

    13F-HR 0001104659-25-066955 filed by Western Pacific Wealth Management, LP
    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 42,178 shares
    Change vs previous 13F -65 shares

    7.4% of the 13F portfolio, value $8,182,161.

    13F-HR 0001104659-25-035904 filed by Western Pacific Wealth Management, LP
    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 42,243 shares
    Change vs previous 13F +20 shares

    6.67% of the 13F portfolio, value $8,272,433.

    13F-HR 0001104659-25-005890 filed by Western Pacific Wealth Management, LP
    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 42,223 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $8,362,711.

    13F-HR 0001104659-24-113036 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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