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Disclosery

Rolek Wealth Management LLC: VGT position timeline

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

Rolek Wealth Management LLC held 19,850 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 19,850 shares
    Change vs previous 13F +17,146 shares

    1.33% of the 13F portfolio, value $2,372,432.

    13F-HR 0001951757-26-001010 filed by Rolek 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 2,704 shares
    Change vs previous 13F -63 shares

    1.35% of the 13F portfolio, value $1,886,456.

    13F-HR 0001951757-26-000692 filed by Rolek 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 2,767 shares
    Change vs previous 13F -23 shares

    1.43% of the 13F portfolio, value $2,085,812.

    13F-HR 0001951757-26-000306 filed by Rolek 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 2,790 shares
    Change vs previous 13F -251 shares

    1.56% of the 13F portfolio, value $2,083,181.

    13F-HR 0001951757-25-001226 filed by Rolek 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 3,041 shares
    Change vs previous 13F -294 shares

    1.74% of the 13F portfolio, value $2,017,092.

    13F-HR 0001951757-25-000890 filed by Rolek 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 3,335 shares
    Change vs previous 13F -24 shares

    1.82% of the 13F portfolio, value $1,753,706.

    13F-HR 0001951757-25-000385 filed by Rolek 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 3,359 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,088,607.

    13F-HR 0001951757-25-000074 filed by Rolek Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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