Skip to content
Disclosery

ATLANTIC FAMILY WEALTH, LLC: VGT position timeline

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

ATLANTIC FAMILY WEALTH, LLC held 69,066 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 69,066 shares
    Change vs previous 13F +61,560 shares

    5.28% of the 13F portfolio, value $8,254,853.

    13F-HR 0002012511-26-000004 filed by ATLANTIC FAMILY WEALTH, 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 7,506 shares
    Change vs previous 13F +702 shares

    3.78% of the 13F portfolio, value $5,237,397.

    13F-HR 0002012511-26-000002 filed by ATLANTIC FAMILY WEALTH, 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 6,804 shares
    Change vs previous 13F +52 shares

    3.87% of the 13F portfolio, value $5,129,055.

    13F-HR 0002012511-26-000001 filed by ATLANTIC FAMILY WEALTH, 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 6,752 shares
    Change vs previous 13F +170 shares

    3.9% of the 13F portfolio, value $5,041,577.

    13F-HR 0002012511-25-000002 filed by ATLANTIC FAMILY WEALTH, 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 6,582 shares
    Change vs previous 13F -215 shares

    3.8% of the 13F portfolio, value $4,366,007.

    13F-HR 0001085146-25-004911 filed by ATLANTIC FAMILY WEALTH, 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 6,797 shares
    Change vs previous 13F +73 shares

    3.39% of the 13F portfolio, value $3,686,798.

    13F-HR 0001085146-25-002688 filed by ATLANTIC FAMILY WEALTH, 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 6,724 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $4,181,261.

    13F-HR 0001085146-25-000743 filed by ATLANTIC FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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