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Disclosery

Erickson Financial Group, LLC: VCIT position timeline

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

Erickson Financial Group, LLC held 150,752 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,752 shares
    Change vs previous 13F +52,214 shares

    6.68% of the 13F portfolio, value $12,459,653.

    13F-HR 0001951757-26-001068 filed by Erickson Financial 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 98,538 shares
    Change vs previous 13F +5,084 shares

    5.11% of the 13F portfolio, value $8,154,020.

    13F-HR 0001951757-26-000542 filed by Erickson Financial 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 93,454 shares
    Change vs previous 13F +6,582 shares

    4.81% of the 13F portfolio, value $7,826,772.

    13F-HR 0001951757-26-000237 filed by Erickson Financial 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 86,872 shares
    Change vs previous 13F +839 shares

    4.59% of the 13F portfolio, value $7,306,804.

    13F-HR 0001951757-25-001223 filed by Erickson Financial 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 86,033 shares
    Change vs previous 13F +1,867 shares

    4.82% of the 13F portfolio, value $7,133,856.

    13F-HR 0001951757-25-001069 filed by Erickson Financial 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 84,166 shares
    Change vs previous 13F +1,103 shares

    5.14% of the 13F portfolio, value $6,881,412.

    13F-HR 0001951757-25-000366 filed by Erickson Financial 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 83,063 shares
    Change vs previous 13F +1,198 shares

    4.75% of the 13F portfolio, value $6,667,467.

    13F-HR 0001951757-25-000155 filed by Erickson Financial 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 81,865 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $6,856,194.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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