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Disclosery

RM Financial Services, LLC: VGT position timeline

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

RM Financial Services, LLC held 17,180 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,180 shares
    Change vs previous 13F +15,168 shares

    1.53% of the 13F portfolio, value $2,053,354.

    13F-HR 0001172661-26-003032 filed by RM Financial Services, 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 2,012 shares
    Change vs previous 13F +236 shares

    1.21% of the 13F portfolio, value $1,403,813.

    13F-HR 0001172661-26-001913 filed by RM Financial Services, 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 1,776 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,338,713.

    13F-HR 0001172661-26-000621 filed by RM Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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