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Kovack Advisors, Inc.: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on VGSH, newest first. How the timeline and the estimate are built.

Kovack Advisors, Inc. held 48,983 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,983 shares
    Change vs previous 13F -355,618 shares

    0.14% of the 13F portfolio, value $2,842,554.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, 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 404,601 shares
    Change vs previous 13F +358,354 shares

    1.26% of the 13F portfolio, value $23,605,044.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, 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/A 46,247 shares
    Change vs previous 13F +2,194 shares

    0.13% of the 13F portfolio, value $2,716,094.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, 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 44,053 shares
    Change vs previous 13F -3,555 shares

    0.24% of the 13F portfolio, value $2,592,519.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, 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 47,608 shares
    Change vs previous 13F -1,388 shares

    0.27% of the 13F portfolio, value $2,798,398.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, 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 48,996 shares
    Change vs previous 13F +1,000 shares

    0.3% of the 13F portfolio, value $2,875,575.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, 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 47,996 shares
    Change vs previous 13F +427 shares

    0.27% of the 13F portfolio, value $2,792,407.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, 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 47,569 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,807,522.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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