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Tandem Wealth Advisors LLC: VGT position timeline

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

Tandem Wealth Advisors LLC held 62,550 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 62,550 shares
    Change vs previous 13F +53,234 shares

    2.98% of the 13F portfolio, value $7,475,992.

    13F-HR 0001842557-26-000003 filed by Tandem Wealth Advisors 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 9,316 shares
    Change vs previous 13F -3,863 shares

    2.9% of the 13F portfolio, value $6,499,942.

    13F-HR 0001842557-26-000002 filed by Tandem Wealth Advisors 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 13,179 shares
    Change vs previous 13F +1,736 shares

    3.84% of the 13F portfolio, value $8,563,004.

    13F-HR 0001842557-26-000001 filed by Tandem Wealth Advisors 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 11,443 shares
    Change vs previous 13F -2,119 shares

    4.06% of the 13F portfolio, value $8,543,474.

    13F-HR 0001842557-25-000002 filed by Tandem Wealth Advisors 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 13,562 shares
    Change vs previous 13F +8,815 shares

    4.45% of the 13F portfolio, value $8,995,210.

    13F-HR 0001986042-25-000014 filed by Tandem Wealth Advisors 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 4,747 shares
    Change vs previous 13F -5,712 shares

    1.35% of the 13F portfolio, value $2,575,631.

    13F-HR 0001986042-25-000007 filed by Tandem Wealth Advisors 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 10,459 shares
    Change vs previous 13F -1,497 shares

    3.32% of the 13F portfolio, value $6,503,506.

    13F-HR 0001986042-25-000005 filed by Tandem Wealth Advisors 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 11,956 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $7,012,214.

    13F-HR 0001986042-24-000019 filed by Tandem Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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