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Lee, Kelleher & Klein Wealth Management: VGT position timeline

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

Lee, Kelleher & Klein Wealth Management held 1,664 VGT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,664 shares
    Change vs previous 13F -352 shares

    0.11% of the 13F portfolio, value $209,115.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,016 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $240,952.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).