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Disclosery

CGC Financial Services, LLC: VUG position timeline

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

CGC Financial Services, LLC held 37,086 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,086 shares
    Change vs previous 13F +5,310 shares

    0.74% of the 13F portfolio, value $3,341,819.

    13F-HR 0001992785-26-000006 filed by CGC Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,776 shares
    Change vs previous 13F +27,160 shares

    0.62% of the 13F portfolio, value $2,737,185.

    13F-HR 0001992785-26-000004 filed by CGC 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 4,616 shares
    Change vs previous 13F +335 shares

    0.58% of the 13F portfolio, value $2,016,223.

    13F-HR 0001992785-26-000003 filed by CGC 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 4,281 shares
    Change vs previous 13F +686 shares

    0.56% of the 13F portfolio, value $2,088,529.

    13F-HR 0001992785-26-000001 filed by CGC 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 3,595 shares
    Change vs previous 13F +1,055 shares

    0.48% of the 13F portfolio, value $1,724,198.

    13F-HR 0001992785-25-000007 filed by CGC 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 2,540 shares
    Change vs previous 13F +291 shares

    0.38% of the 13F portfolio, value $1,113,536.

    13F-HR 0001992785-25-000004 filed by CGC 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 2,249 shares
    Change vs previous 13F -81 shares

    0.33% of the 13F portfolio, value $833,974.

    13F-HR 0001992785-25-000003 filed by CGC 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 2,330 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $956,325.

    13F-HR 0001992785-25-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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