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Disclosery

Waldron Private Wealth LLC: VGT position timeline

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

Waldron Private Wealth LLC held 61,225 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,225 shares
    Change vs previous 13F +53,605 shares

    0.25% of the 13F portfolio, value $7,317,638.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 7,620 shares
    Change vs previous 13F +2,716 shares

    0.21% of the 13F portfolio, value $5,316,330.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 4,904 shares
    Change vs previous 13F -949 shares

    0.15% of the 13F portfolio, value $3,696,070.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 5,853 shares
    Change vs previous 13F +204 shares

    0.18% of the 13F portfolio, value $4,369,456.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 5,649 shares
    Change vs previous 13F +158 shares

    0.16% of the 13F portfolio, value $3,746,629.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 5,491 shares
    Change vs previous 13F +913 shares

    0.14% of the 13F portfolio, value $2,978,401.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 4,578 shares
    Change vs previous 13F +68 shares

    0.11% of the 13F portfolio, value $2,846,849.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 4,510 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,649,795.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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