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Northeast Financial Consultants Inc: VUG position timeline

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

Northeast Financial Consultants Inc held 774,827 VUG shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 774,827 shares
    Change vs previous 13F +4,808 shares

    13.89% of the 13F portfolio, value $339,684,194.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 770,019 shares
    Change vs previous 13F -2,379 shares

    12.66% of the 13F portfolio, value $285,538,606.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 772,398 shares
    Change vs previous 13F +8,032 shares

    13.37% of the 13F portfolio, value $317,023,169.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 764,366 shares
    Change vs previous 13F -242 shares

    12.83% of the 13F portfolio, value $293,463,099.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 764,608 shares
    Change vs previous 13F +25,606 shares

    13.17% of the 13F portfolio, value $285,971,174.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 739,002 shares
    Change vs previous 13F +37,002 shares

    12.48% of the 13F portfolio, value $254,364,614.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 702,000 shares
    Change vs previous 13F +22,346 shares

    12.07% of the 13F portfolio, value $218,237,620.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 679,654 shares
    Change vs previous 13F not available

    11.6% of the 13F portfolio, value $185,076,493.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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