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Kovack Advisors, Inc.: VUG position timeline

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

Kovack Advisors, Inc. held 126,623 VUG 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 126,623 shares
    Change vs previous 13F +106,208 shares

    0.52% of the 13F portfolio, value $10,910,199.

    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 20,415 shares
    Change vs previous 13F -769 shares

    0.51% of the 13F portfolio, value $9,580,326.

    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 21,184 shares
    Change vs previous 13F +6,024 shares

    0.49% of the 13F portfolio, value $10,334,805.

    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 15,160 shares
    Change vs previous 13F -357 shares

    0.68% of the 13F portfolio, value $7,270,764.

    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 15,517 shares
    Change vs previous 13F -1,413 shares

    0.67% of the 13F portfolio, value $6,802,755.

    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 16,930 shares
    Change vs previous 13F -1,269 shares

    0.66% of the 13F portfolio, value $6,277,942.

    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 18,199 shares
    Change vs previous 13F +803 shares

    0.73% of the 13F portfolio, value $7,469,439.

    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 17,396 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $6,678,845.

    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).