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Disclosery

Sun Group Wealth Partners: VGT position timeline

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

Sun Group Wealth Partners held 49,984 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,984 shares
    Change vs previous 13F +43,527 shares

    4.08% of the 13F portfolio, value $5,974,104.

    13F-HR 0001172661-26-002755 filed by Sun Group Wealth Partners
    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 6,457 shares
    Change vs previous 13F -415 shares

    3.54% of the 13F portfolio, value $4,505,061.

    13F-HR 0001172661-26-001608 filed by Sun Group Wealth Partners
    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 6,872 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $5,179,728.

    13F-HR 0001172661-26-000847 filed by Sun Group Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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