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Mokosak Advisory Group, LLC: VGT position timeline

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

Mokosak Advisory Group, LLC held 322,029 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 322,029 shares
    Change vs previous 13F +280,814 shares

    8.34% of the 13F portfolio, value $38,496,162.

    13F-HR 0001713112-26-000003 filed by Mokosak Advisory 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 41,215 shares
    Change vs previous 13F -1,482 shares

    7.21% of the 13F portfolio, value $28,816,175.

    13F-HR 0001713112-26-000002 filed by Mokosak Advisory 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 42,697 shares
    Change vs previous 13F +7 shares

    8.09% of the 13F portfolio, value $32,230,439.

    13F-HR 0001713112-26-000001 filed by Mokosak Advisory 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 42,690 shares
    Change vs previous 13F -340 shares

    8.35% of the 13F portfolio, value $31,913,925.

    13F-HR 0001713112-25-000004 filed by Mokosak Advisory 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 43,030 shares
    Change vs previous 13F +1,213 shares

    8.08% of the 13F portfolio, value $28,576,078.

    13F-HR 0001085146-25-003955 filed by Mokosak Advisory 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 41,817 shares
    Change vs previous 13F -2,594 shares

    7.01% of the 13F portfolio, value $22,710,917.

    13F-HR 0001085146-25-002248 filed by Mokosak Advisory 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 44,411 shares
    Change vs previous 13F -468 shares

    8.29% of the 13F portfolio, value $27,653,907.

    13F-HR 0001085146-25-000485 filed by Mokosak Advisory 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 44,879 shares
    Change vs previous 13F not available

    7.9% of the 13F portfolio, value $26,353,862.

    13F-HR 0001085146-24-004954 filed by Mokosak Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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