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Hershey Financial Advisers, LLC: VGT position timeline

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

Hershey Financial Advisers, LLC held 15,599 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,599 shares
    Change vs previous 13F +14,024 shares

    1.34% of the 13F portfolio, value $1,864,399.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, 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 1,575 shares
    Change vs previous 13F -903 shares

    0.95% of the 13F portfolio, value $1,098,931.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, 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 2,478 shares
    Change vs previous 13F -115 shares

    1.58% of the 13F portfolio, value $1,867,888.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, 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 2,593 shares
    Change vs previous 13F -4 shares

    1.66% of the 13F portfolio, value $1,936,030.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, 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 2,597 shares
    Change vs previous 13F -296 shares

    1.54% of the 13F portfolio, value $1,722,552.

    13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, 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 2,893 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,798,872.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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