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Kaufman Rossin Wealth, LLC: VGIT position timeline

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

Kaufman Rossin Wealth, LLC held 115,788 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,788 shares
    Change vs previous 13F +18,909 shares

    3.22% of the 13F portfolio, value $6,786,356.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin Wealth, 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 96,879 shares
    Change vs previous 13F +20,650 shares

    3.31% of the 13F portfolio, value $5,769,153.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin Wealth, 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 76,229 shares
    Change vs previous 13F +5,467 shares

    2.38% of the 13F portfolio, value $4,568,398.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin Wealth, 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 70,762 shares
    Change vs previous 13F +9,560 shares

    2.33% of the 13F portfolio, value $4,247,842.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, 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 61,202 shares
    Change vs previous 13F +8,372 shares

    2.32% of the 13F portfolio, value $3,660,492.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, 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 52,830 shares
    Change vs previous 13F -1,893 shares

    2.24% of the 13F portfolio, value $3,138,086.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, 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 54,723 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $3,173,951.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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