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Hillcrest Wealth Advisors - NY, LLC: VGT position timeline

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

Hillcrest Wealth Advisors - NY, LLC held 9,850 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,850 shares
    Change vs previous 13F +4,025 shares

    0.42% of the 13F portfolio, value $1,177,272.

    13F-HR 0001214659-26-008732 filed by Hillcrest Wealth Advisors - NY, 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 5,825 shares
    Change vs previous 13F +4,150 shares

    1.65% of the 13F portfolio, value $4,064,219.

    13F-HR 0001214659-26-005142 filed by Hillcrest Wealth Advisors - NY, 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 1,675 shares
    Change vs previous 13F +375 shares

    0.54% of the 13F portfolio, value $1,262,582.

    13F-HR 0001214659-26-000335 filed by Hillcrest Wealth Advisors - NY, 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 1,300 shares
    Change vs previous 13F +75 shares

    0.44% of the 13F portfolio, value $970,619.

    13F-HR 0001214659-25-015074 filed by Hillcrest Wealth Advisors - NY, 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 1,225 shares
    Change vs previous 13F -350 shares

    0.38% of the 13F portfolio, value $812,518.

    13F-HR 0001214659-25-010741 filed by Hillcrest Wealth Advisors - NY, 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 1,575 shares
    Change vs previous 13F +350 shares

    0.42% of the 13F portfolio, value $854,249.

    13F-HR 0001214659-25-006208 filed by Hillcrest Wealth Advisors - NY, 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 1,225 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $761,705.

    13F-HR 0001214659-25-000974 filed by Hillcrest Wealth Advisors - NY, 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 1,225 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $718,487.

    13F-HR 0001214659-24-017621 filed by Hillcrest Wealth Advisors - NY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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