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Global Wealth Management, LLC: VGT position timeline

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

Global Wealth Management, LLC held 29,508 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,508 shares
    Change vs previous 13F +25,820 shares

    1.8% of the 13F portfolio, value $3,526,824.

    13F-HR 0002039738-26-000003 filed by Global Wealth 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 3,688 shares
    Change vs previous 13F -295 shares

    1.4% of the 13F portfolio, value $2,573,314.

    13F-HR 0002039738-26-000002 filed by Global Wealth 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 3,983 shares
    Change vs previous 13F -297 shares

    1.62% of the 13F portfolio, value $3,002,103.

    13F-HR 0002039738-26-000001 filed by Global Wealth 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 4,280 shares
    Change vs previous 13F -295 shares

    1.68% of the 13F portfolio, value $3,195,317.

    13F-HR 0002039738-25-000008 filed by Global Wealth 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 4,575 shares
    Change vs previous 13F -564 shares

    1.68% of the 13F portfolio, value $3,066,864.

    13F-HR 0002039738-25-000003 filed by Global Wealth 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 5,139 shares
    Change vs previous 13F -548 shares

    1.61% of the 13F portfolio, value $2,787,460.

    13F-HR 0002039738-25-000002 filed by Global Wealth 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 5,687 shares
    Change vs previous 13F +137 shares

    2.26% of the 13F portfolio, value $3,535,884.

    13F-HR 0002039738-25-000001 filed by Global Wealth 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 5,550 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,255,110.

    13F-HR 0002039738-24-000001 filed by Global Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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