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Leeward Financial Partners, LLC: VGT position timeline

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

Leeward Financial Partners, LLC held 159,986 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,986 shares
    Change vs previous 13F +138,811 shares

    5.02% of the 13F portfolio, value $19,121,553.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 21,175 shares
    Change vs previous 13F -2,248 shares

    4.39% of the 13F portfolio, value $14,773,972.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 23,423 shares
    Change vs previous 13F -271 shares

    4.96% of the 13F portfolio, value $17,655,472.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 23,694 shares
    Change vs previous 13F +804 shares

    5.03% of the 13F portfolio, value $17,691,023.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 22,890 shares
    Change vs previous 13F -20 shares

    4.81% of the 13F portfolio, value $15,182,736.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 22,910 shares
    Change vs previous 13F -5,546 shares

    4.64% of the 13F portfolio, value $12,426,081.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 28,456 shares
    Change vs previous 13F +1,666 shares

    6.31% of the 13F portfolio, value $17,694,043.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 26,790 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $15,712,751.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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