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LFA - Lugano Financial Advisors SA: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LFA - Lugano Financial Advisors SA on VGIT, newest first. How the timeline and the estimate are built.

LFA - Lugano Financial Advisors SA held 55,931 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,931 shares
    Change vs previous 13F +569 shares

    1.95% of the 13F portfolio, value $3,238,828.

    13F-HR 0001737871-26-000004 filed by LFA - Lugano Financial Advisors SA
    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 55,362 shares
    Change vs previous 13F +1,320 shares

    1.67% of the 13F portfolio, value $3,275,587.

    13F-HR 0001737871-26-000002 filed by LFA - Lugano Financial Advisors SA
    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 54,042 shares
    Change vs previous 13F -2,486 shares

    1.67% of the 13F portfolio, value $3,238,737.

    13F-HR 0001737871-26-000001 filed by LFA - Lugano Financial Advisors SA
    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 56,528 shares
    Change vs previous 13F +2,524 shares

    1.78% of the 13F portfolio, value $3,382,986.

    13F-HR 0001737871-25-000006 filed by LFA - Lugano Financial Advisors SA
    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 54,004 shares
    Change vs previous 13F -13,215 shares

    1.9% of the 13F portfolio, value $3,209,377.

    13F-HR 0001737871-25-000004 filed by LFA - Lugano Financial Advisors SA
    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 67,219 shares
    Change vs previous 13F +2,132 shares

    2.71% of the 13F portfolio, value $3,992,809.

    13F-HR 0001737871-25-000002 filed by LFA - Lugano Financial Advisors SA
    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 65,087 shares
    Change vs previous 13F +1,634 shares

    2.47% of the 13F portfolio, value $3,775,046.

    13F-HR 0001737871-25-000001 filed by LFA - Lugano Financial Advisors SA
    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 63,453 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $3,833,830.

    13F-HR 0001737871-24-000005 filed by LFA - Lugano Financial Advisors SA
    Filed (acceptance time not in the bulk data set), ingested

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