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Steward Partners Investment Advisory, LLC: VGT position timeline

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

Steward Partners Investment Advisory, LLC held 492,797 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 492,797 shares
    Change vs previous 13F +438,405 shares

    0.3% of the 13F portfolio, value $58,899,038.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 54,392 shares
    Change vs previous 13F -1,601 shares

    0.19% of the 13F portfolio, value $37,950,585.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 55,993 shares
    Change vs previous 13F -4,165 shares

    0.23% of the 13F portfolio, value $42,206,142.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 60,158 shares
    Change vs previous 13F +7,152 shares

    0.26% of the 13F portfolio, value $44,915,616.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 53,006 shares
    Change vs previous 13F +1,388 shares

    0.27% of the 13F portfolio, value $35,157,600.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 51,618 shares
    Change vs previous 13F -197 shares

    0.25% of the 13F portfolio, value $27,995,991.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 51,815 shares
    Change vs previous 13F -1,259 shares

    0.29% of the 13F portfolio, value $32,218,464.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 53,074 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $31,128,913.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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