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Marshall & Sterling Wealth Advisors Inc.: VGT position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 47,930 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,930 shares
    Change vs previous 13F +40,388 shares

    3.39% of the 13F portfolio, value $5,728,541.

    13F-HR 0002056315-26-000003 filed by Marshall & Sterling Wealth 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 7,542 shares
    Change vs previous 13F -1,831 shares

    3.44% of the 13F portfolio, value $5,262,342.

    13F-HR 0002056315-26-000002 filed by Marshall & Sterling Wealth 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 9,373 shares
    Change vs previous 13F -718 shares

    4.66% of the 13F portfolio, value $7,064,753.

    13F-HR 0002056315-26-000001 filed by Marshall & Sterling Wealth 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 10,091 shares
    Change vs previous 13F +21 shares

    4.79% of the 13F portfolio, value $7,467,054.

    13F-HR 0002056315-25-000011 filed by Marshall & Sterling Wealth 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 10,070 shares
    Change vs previous 13F +555 shares

    4.48% of the 13F portfolio, value $6,624,517.

    13F-HR 0002056519-25-000006 filed by Marshall & Sterling Wealth 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 9,515 shares
    Change vs previous 13F -338 shares

    3.51% of the 13F portfolio, value $5,163,861.

    13F-HR 0002056315-25-000009 filed by Marshall & Sterling Wealth 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 9,853 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $6,126,392.

    13F-HR 0002056315-25-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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