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Altus Wealth Management, LLC: VGT position timeline

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

Altus Wealth Management, LLC held 11,004 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,004 shares
    Change vs previous 13F +9,611 shares

    0.51% of the 13F portfolio, value $1,315,198.

    13F-HR 0001802107-26-000006 filed by Altus Wealth Management, 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 1,393 shares
    Change vs previous 13F -105 shares

    0.43% of the 13F portfolio, value $971,924.

    13F-HR 0001802107-26-000005 filed by Altus Wealth Management, 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 1,498 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,129,162.

    13F-HR 0001802107-26-000001 filed by Altus Wealth Management, 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 1,498 shares
    Change vs previous 13F -15 shares

    0.5% of the 13F portfolio, value $1,118,452.

    13F-HR 0001802107-25-000008 filed by Altus Wealth Management, 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 1,513 shares
    Change vs previous 13F -693 shares

    0.48% of the 13F portfolio, value $1,003,543.

    13F-HR 0001802107-25-000007 filed by Altus Wealth Management, 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 2,206 shares
    Change vs previous 13F -36 shares

    0.56% of the 13F portfolio, value $1,196,437.

    13F-HR 0001802107-25-000005 filed by Altus Wealth Management, 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 2,242 shares
    Change vs previous 13F +120 shares

    0.62% of the 13F portfolio, value $1,393,997.

    13F-HR 0001802107-25-000001 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,122 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,244,485.

    13F-HR 0001802107-24-000004 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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