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RBA Wealth Management, LLC: VGT position timeline

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

RBA Wealth Management, LLC held 36,856 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,856 shares
    Change vs previous 13F +31,584 shares

    1.62% of the 13F portfolio, value $4,405,077.

    13F-HR 0001776296-26-000003 filed by RBA 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 5,272 shares
    Change vs previous 13F -11 shares

    1.32% of the 13F portfolio, value $3,678,645.

    13F-HR 0001776296-26-000002 filed by RBA 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 5,283 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $3,982,439.

    13F-HR 0001776296-26-000001 filed by RBA 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 5,283 shares
    Change vs previous 13F +164 shares

    1.36% of the 13F portfolio, value $3,944,629.

    13F-HR 0001776296-25-000002 filed by RBA 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 5,119 shares
    Change vs previous 13F -10 shares

    1.27% of the 13F portfolio, value $3,395,459.

    13F-HR 0001085146-25-003924 filed by RBA 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 ended2025-03-31
    13F 5,129 shares
    Change vs previous 13F -6 shares

    1.1% of the 13F portfolio, value $2,781,951.

    13F-HR 0001085146-25-002336 filed by RBA Wealth Management, 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 5,135 shares
    Change vs previous 13F +637 shares

    1.22% of the 13F portfolio, value $3,193,018.

    13F-HR 0001085146-25-000484 filed by RBA Wealth Management, 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 4,498 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,638,368.

    13F-HR 0001085146-24-005028 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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