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Wheelhouse Advisory Group LLC: VIG position timeline

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

Wheelhouse Advisory Group LLC held 96,222 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,222 shares
    Change vs previous 13F +3,427 shares

    6.43% of the 13F portfolio, value $22,767,982.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 92,795 shares
    Change vs previous 13F +1,948 shares

    6.61% of the 13F portfolio, value $19,956,476.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group 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 90,847 shares
    Change vs previous 13F +6,571 shares

    7.65% of the 13F portfolio, value $20,119,936.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group 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 84,276 shares
    Change vs previous 13F +4,364 shares

    7.83% of the 13F portfolio, value $18,185,988.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group 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 79,912 shares
    Change vs previous 13F +3,004 shares

    8.06% of the 13F portfolio, value $16,355,690.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory Group 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 76,908 shares
    Change vs previous 13F +4,166 shares

    8.52% of the 13F portfolio, value $14,919,561.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory Group 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 72,742 shares
    Change vs previous 13F +3,198 shares

    8.46% of the 13F portfolio, value $14,245,156.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory Group 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 69,544 shares
    Change vs previous 13F not available

    8.86% of the 13F portfolio, value $13,773,990.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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