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Disclosery

NRI Wealth Management LC: VGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NRI Wealth Management LC on VGT, newest first. How the timeline and the estimate are built.

NRI Wealth Management LC held 24,255 VGT shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 24,255 shares
    Change vs previous 13F +149 shares

    9.32% of the 13F portfolio, value $18,282,781.

    13F-HR 0002027950-26-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 24,106 shares
    Change vs previous 13F +371 shares

    9.62% of the 13F portfolio, value $17,998,606.

    13F-HR 0002027950-26-000002 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 23,735 shares
    Change vs previous 13F +843 shares

    9.49% of the 13F portfolio, value $15,742,899.

    13F-HR 0002027950-25-000005 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 22,892 shares
    Change vs previous 13F +112 shares

    9.18% of the 13F portfolio, value $12,416,381.

    13F-HR 0002027950-25-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 22,780 shares
    Change vs previous 13F +1,219 shares

    9.77% of the 13F portfolio, value $14,164,657.

    13F-HR 0002027950-25-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 21,561 shares
    Change vs previous 13F +585 shares

    9.64% of the 13F portfolio, value $12,432,078.

    13F-HR 0002027950-24-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 20,976 shares
    Change vs previous 13F not available

    9.29% of the 13F portfolio, value $10,998,703.

    13F-HR 0002027950-24-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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