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Atlas Legacy Advisors, LLC: VGT position timeline

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

Atlas Legacy Advisors, LLC held 147,000 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,000 shares
    Change vs previous 13F +121,880 shares

    2.62% of the 13F portfolio, value $17,670,733.

    13F-HR 0002054111-26-000004 filed by Atlas Legacy Advisors, 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 25,120 shares
    Change vs previous 13F +8,229 shares

    2.39% of the 13F portfolio, value $13,073,746.

    13F-HR 0002054111-26-000003 filed by Atlas Legacy Advisors, 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 16,891 shares
    Change vs previous 13F +569 shares

    2.23% of the 13F portfolio, value $12,728,738.

    13F-HR 0002054111-26-000001 filed by Atlas Legacy Advisors, 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 16,322 shares
    Change vs previous 13F +169 shares

    2.35% of the 13F portfolio, value $12,185,474.

    13F-HR 0002054111-25-000006 filed by Atlas Legacy Advisors, 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 16,153 shares
    Change vs previous 13F +7,617 shares

    2.36% of the 13F portfolio, value $10,712,070.

    13F-HR 0002054111-25-000005 filed by Atlas Legacy Advisors, 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 8,536 shares
    Change vs previous 13F -13,397 shares

    1.23% of the 13F portfolio, value $4,860,441.

    13F-HR 0002054111-25-000003 filed by Atlas Legacy Advisors, 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 21,933 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $13,637,939.

    13F-HR 0002054111-25-000002 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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