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Disclosery

NewEdge Wealth, LLC: VGT position timeline

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

NewEdge Wealth, LLC held 71,853 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,853 shares
    Change vs previous 13F +62,608 shares

    0.09% of the 13F portfolio, value $8,587,855.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 9,245 shares
    Change vs previous 13F +108 shares

    0.08% of the 13F portfolio, value $6,450,541.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 9,137 shares
    Change vs previous 13F -78 shares

    0.08% of the 13F portfolio, value $6,887,482.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 9,215 shares
    Change vs previous 13F +265 shares

    0.1% of the 13F portfolio, value $7,165,903.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 8,950 shares
    Change vs previous 13F -79 shares

    0.1% of the 13F portfolio, value $6,204,434.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 9,029 shares
    Change vs previous 13F -12,122 shares

    0.09% of the 13F portfolio, value $4,897,384.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 21,151 shares
    Change vs previous 13F -1,229 shares

    0.23% of the 13F portfolio, value $13,151,834.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 22,380 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $13,126,483.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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