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Camelot Portfolios, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Camelot Portfolios, LLC on VUG, newest first. How the timeline and the estimate are built.

Camelot Portfolios, LLC held 13,413 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,413 shares
    Change vs previous 13F +11,136 shares

    0.82% of the 13F portfolio, value $1,155,382.

    13F-HR 0001104659-26-084471 filed by Camelot Portfolios, 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 2,277 shares
    Change vs previous 13F -658 shares

    0.75% of the 13F portfolio, value $994,722.

    13F-HR 0001104659-26-057631 filed by Camelot Portfolios, 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 2,935 shares
    Change vs previous 13F -731 shares

    0.89% of the 13F portfolio, value $1,431,667.

    13F-HR 0001104659-26-007824 filed by Camelot Portfolios, 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 3,666 shares
    Change vs previous 13F +38 shares

    1.04% of the 13F portfolio, value $1,758,078.

    13F-HR 0001104659-25-113133 filed by Camelot Portfolios, 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 3,628 shares
    Change vs previous 13F -413 shares

    0.95% of the 13F portfolio, value $1,590,320.

    13F-HR 0001104659-25-068584 filed by Camelot Portfolios, 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 4,041 shares
    Change vs previous 13F +611 shares

    0.93% of the 13F portfolio, value $1,498,570.

    13F-HR 0001104659-25-047688 filed by Camelot Portfolios, 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 3,430 shares
    Change vs previous 13F -174 shares

    1.52% of the 13F portfolio, value $1,408,174.

    13F-HR 0001104659-25-008640 filed by Camelot Portfolios, 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 3,604 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,383,927.

    13F-HR 0001104659-24-116562 filed by Camelot Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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