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Disclosery

Plan Group Financial, LLC: VGT position timeline

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

Plan Group Financial, LLC held 8,556 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 8,556 shares
    Change vs previous 13F +8,097 shares

    0.21% of the 13F portfolio, value $1,022,657.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 459 shares
    Change vs previous 13F -512 shares

    0.08% of the 13F portfolio, value $320,108.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 971 shares
    Change vs previous 13F +250 shares

    0.19% of the 13F portfolio, value $731,740.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 721 shares
    Change vs previous 13F +285 shares

    0.14% of the 13F portfolio, value $538,142.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 436 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $289,055.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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