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Disclosery

LPWM LLC: VGT position timeline

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

LPWM LLC held 32,672 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,672 shares
    Change vs previous 13F +28,580 shares

    0.87% of the 13F portfolio, value $3,904,957.

    13F-HR 0001951757-26-001044 filed by LPWM 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 4,092 shares
    Change vs previous 13F +768 shares

    0.72% of the 13F portfolio, value $2,855,070.

    13F-HR 0001951757-26-000557 filed by LPWM 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 3,324 shares
    Change vs previous 13F +23 shares

    0.63% of the 13F portfolio, value $2,505,565.

    13F-HR 0001951757-26-000010 filed by LPWM 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 3,301 shares
    Change vs previous 13F +156 shares

    0.66% of the 13F portfolio, value $2,464,626.

    13F-HR 0001951757-25-001174 filed by LPWM 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 3,145 shares
    Change vs previous 13F -17 shares

    0.61% of the 13F portfolio, value $2,086,016.

    13F-HR 0001951757-25-000587 filed by LPWM 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 3,162 shares
    Change vs previous 13F -10 shares

    0.55% of the 13F portfolio, value $1,715,006.

    13F-HR 0001951757-25-000345 filed by LPWM 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 3,172 shares
    Change vs previous 13F -34 shares

    0.63% of the 13F portfolio, value $1,972,350.

    13F-HR 0001951757-25-000018 filed by LPWM 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 3,206 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,851,914.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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