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Focused Wealth Management, Inc: VGT position timeline

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

Focused Wealth Management, Inc held 118,825 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,825 shares
    Change vs previous 13F +103,852 shares

    1.25% of the 13F portfolio, value $14,201,918.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 14,973 shares
    Change vs previous 13F -128 shares

    1.09% of the 13F portfolio, value $10,446,990.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 15,101 shares
    Change vs previous 13F -128 shares

    1.21% of the 13F portfolio, value $11,382,848.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 15,229 shares
    Change vs previous 13F -183 shares

    1.23% of the 13F portfolio, value $11,370,761.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 15,412 shares
    Change vs previous 13F -123 shares

    1.25% of the 13F portfolio, value $10,222,502.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 15,535 shares
    Change vs previous 13F -382 shares

    1.15% of the 13F portfolio, value $8,426,064.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 15,917 shares
    Change vs previous 13F -308 shares

    1.34% of the 13F portfolio, value $9,897,331.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 16,225 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $9,516,263.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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