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FRG Family Wealth Advisors LLC: VGT position timeline

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

FRG Family Wealth Advisors LLC held 5,834 VGT shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,834 shares
    Change vs previous 13F -766 shares

    0.67% of the 13F portfolio, value $4,070,498.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth 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 ended2025-12-31
    13F 6,600 shares
    Change vs previous 13F +703 shares

    0.77% of the 13F portfolio, value $4,974,948.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth 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 ended2025-09-30
    13F 5,897 shares
    Change vs previous 13F +495 shares

    0.71% of the 13F portfolio, value $4,402,877.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth 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 ended2025-06-30
    13F 5,402 shares
    Change vs previous 13F +610 shares

    0.62% of the 13F portfolio, value $3,583,039.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth 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 ended2025-03-31
    13F 4,792 shares
    Change vs previous 13F -345 shares

    0.5% of the 13F portfolio, value $2,599,085.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth 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 ended2024-12-31
    13F 5,137 shares
    Change vs previous 13F +238 shares

    0.58% of the 13F portfolio, value $3,194,187.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth 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 ended2024-09-30
    13F 4,899 shares
    Change vs previous 13F -1,517 shares

    0.51% of the 13F portfolio, value $2,873,361.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 6,416 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,339,400.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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