Plotkin Financial Advisors, LLC: VCIT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plotkin Financial Advisors, LLC on VCIT, newest first. How the timeline and the estimate are built.
Plotkin Financial Advisors, LLC held 7,140 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,140 sharesChange vs previous 13F +495 shares
0.24% of the 13F portfolio, value $590,121.
13F-HR 0001826394-26-000003 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,645 sharesChange vs previous 13F +44 shares
0.28% of the 13F portfolio, value $549,873.
13F-HR 0001826394-26-000002 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,601 sharesChange vs previous 13F +834 shares
0.27% of the 13F portfolio, value $552,833.
13F-HR 0001826394-26-000001 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,767 sharesChange vs previous 13F +375 shares
0.24% of the 13F portfolio, value $485,062.
13F-HR 0001826394-25-000007 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,392 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $447,104.
13F-HR 0001826394-25-000004 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,392 sharesChange vs previous 13F -773 shares
0.27% of the 13F portfolio, value $440,849.
13F-HR 0001826394-25-000003 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,165 sharesChange vs previous 13F -285 shares
0.29% of the 13F portfolio, value $494,864.
13F-HR 0001826394-25-000001 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,450 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $540,188.
13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).