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National Wealth Management Group, LLC: VGT position timeline

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

National Wealth Management Group, LLC held 31,991 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,991 shares
    Change vs previous 13F +27,850 shares

    1.18% of the 13F portfolio, value $3,823,616.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 4,141 shares
    Change vs previous 13F -18 shares

    1.08% of the 13F portfolio, value $2,889,584.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 4,159 shares
    Change vs previous 13F -131 shares

    1.09% of the 13F portfolio, value $3,135,132.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 4,290 shares
    Change vs previous 13F +209 shares

    1.21% of the 13F portfolio, value $3,202,755.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 4,081 shares
    Change vs previous 13F -2 shares

    1.52% of the 13F portfolio, value $2,706,522.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 4,083 shares
    Change vs previous 13F +17 shares

    1.46% of the 13F portfolio, value $2,214,656.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 4,066 shares
    Change vs previous 13F +114 shares

    1.68% of the 13F portfolio, value $2,528,294.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 3,952 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,317,663.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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