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BELLEVUE ASSET MANAGEMENT, LLC: VGT position timeline

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

BELLEVUE ASSET MANAGEMENT, LLC held 51,058 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 51,058 shares
    Change vs previous 13F +44,660 shares

    2.82% of the 13F portfolio, value $6,102,527.

    13F-HR 0001801619-26-000004 filed by BELLEVUE ASSET 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 6,398 shares
    Change vs previous 13F -82 shares

    2.23% of the 13F portfolio, value $4,464,493.

    13F-HR 0001801619-26-000002 filed by BELLEVUE ASSET 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 6,480 shares
    Change vs previous 13F +34 shares

    1.58% of the 13F portfolio, value $4,882,994.

    13F-HR 0001801619-26-000001 filed by BELLEVUE ASSET 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 6,446 shares
    Change vs previous 13F +21 shares

    2.21% of the 13F portfolio, value $4,813,138.

    13F-HR 0001801619-25-000006 filed by BELLEVUE ASSET 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 6,425 shares
    Change vs previous 13F -42 shares

    2.07% of the 13F portfolio, value $4,261,968.

    13F-HR 0001801619-25-000004 filed by BELLEVUE ASSET 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 6,467 shares
    Change vs previous 13F +81 shares

    1.91% of the 13F portfolio, value $3,507,907.

    13F-HR 0001801619-25-000002 filed by BELLEVUE ASSET 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 6,386 shares
    Change vs previous 13F -16 shares

    2.05% of the 13F portfolio, value $3,970,962.

    13F-HR 0001801619-25-000001 filed by BELLEVUE ASSET 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 6,402 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $3,754,904.

    13F-HR 0001801619-24-000005 filed by BELLEVUE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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