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Disclosery

Shira Ridge Wealth Management: VGT position timeline

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

Shira Ridge Wealth Management held 39,996 VGT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 39,996 shares
    Change vs previous 13F -220 shares

    1.75% of the 13F portfolio, value $5,026,339.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,216 shares
    Change vs previous 13F +35,130 shares

    1.68% of the 13F portfolio, value $4,806,647.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,086 shares
    Change vs previous 13F -26 shares

    1.4% of the 13F portfolio, value $3,548,890.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,112 shares
    Change vs previous 13F -339 shares

    1.55% of the 13F portfolio, value $3,853,552.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,451 shares
    Change vs previous 13F -85 shares

    1.73% of the 13F portfolio, value $4,070,040.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,536 shares
    Change vs previous 13F +31 shares

    1.68% of the 13F portfolio, value $3,672,217.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,505 shares
    Change vs previous 13F -273 shares

    1.49% of the 13F portfolio, value $2,985,985.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,778 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $3,592,878.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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