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Disclosery

BURKETT FINANCIAL SERVICES, LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURKETT FINANCIAL SERVICES, LLC on VGIT, newest first. How the timeline and the estimate are built.

BURKETT FINANCIAL SERVICES, LLC held 70,272 VGIT shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,272 shares
    Change vs previous 13F -30,881 shares

    1.2% of the 13F portfolio, value $3,981,664.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 101,153 shares
    Change vs previous 13F +3,804 shares

    1.87% of the 13F portfolio, value $5,966,014.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    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 97,349 shares
    Change vs previous 13F +9,371 shares

    1.99% of the 13F portfolio, value $5,797,151.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 87,978 shares
    Change vs previous 13F +18,968 shares

    1.8% of the 13F portfolio, value $5,272,574.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 69,010 shares
    Change vs previous 13F -39,694 shares

    1.43% of the 13F portfolio, value $4,142,675.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 108,704 shares
    Change vs previous 13F +14,915 shares

    2.34% of the 13F portfolio, value $6,501,604.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    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 93,789 shares
    Change vs previous 13F +6,723 shares

    2.27% of the 13F portfolio, value $5,571,075.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 87,066 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $5,049,832.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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