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Quaker Wealth Management, LLC: VGT position timeline

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

Quaker Wealth Management, LLC held 111,949 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 111,949 shares
    Change vs previous 13F +97,940 shares

    3.9% of the 13F portfolio, value $13,380,091.

    13F-HR 0001733472-26-000004 filed by Quaker Wealth Management, 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 14,009 shares
    Change vs previous 13F -233 shares

    3.05% of the 13F portfolio, value $9,774,420.

    13F-HR 0001733472-26-000002 filed by Quaker Wealth Management, 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 14,242 shares
    Change vs previous 13F +212 shares

    3.4% of the 13F portfolio, value $10,735,638.

    13F-HR 0001733472-26-000001 filed by Quaker Wealth Management, 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 14,030 shares
    Change vs previous 13F -1,381 shares

    3.41% of the 13F portfolio, value $10,475,307.

    13F-HR 0001733472-25-000005 filed by Quaker Wealth Management, 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 15,411 shares
    Change vs previous 13F +1,290 shares

    3.42% of the 13F portfolio, value $10,221,980.

    13F-HR 0001733472-25-000003 filed by Quaker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 14,121 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $8,282,271.

    13F-HR 0001733472-24-000003 filed by Quaker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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