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POINCIANA ADVISORS GROUP, LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POINCIANA ADVISORS GROUP, LLC on VGIT, newest first. How the timeline and the estimate are built.

POINCIANA ADVISORS GROUP, LLC held 156,096 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,096 shares
    Change vs previous 13F +7,377 shares

    6.83% of the 13F portfolio, value $9,206,551.

    13F-HR 0001725547-26-000256 filed by POINCIANA ADVISORS 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 148,719 shares
    Change vs previous 13F +6,619 shares

    6.99% of the 13F portfolio, value $8,856,228.

    13F-HR 0001725547-26-000132 filed by POINCIANA ADVISORS 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 142,100 shares
    Change vs previous 13F -3,196 shares

    6.72% of the 13F portfolio, value $8,516,050.

    13F-HR 0001725547-26-000072 filed by POINCIANA ADVISORS 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 145,296 shares
    Change vs previous 13F +12,430 shares

    7.37% of the 13F portfolio, value $8,722,105.

    13F-HR 0001725547-25-004212 filed by POINCIANA ADVISORS 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 132,866 shares
    Change vs previous 13F +1,622 shares

    7.16% of the 13F portfolio, value $7,946,694.

    13F-HR 0001725547-25-003468 filed by POINCIANA ADVISORS 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 131,244 shares
    Change vs previous 13F +9,475 shares

    8.08% of the 13F portfolio, value $7,795,888.

    13F-HR 0001725547-25-001734 filed by POINCIANA ADVISORS 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 121,769 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $7,062,596.

    13F-HR 0001725547-25-000861 filed by POINCIANA ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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