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Disclosery

WBH ADVISORY INC: VGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on VGT, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 637,972 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 637,972 shares
    Change vs previous 13F +557,165 shares

    5.12% of the 13F portfolio, value $76,250,406.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 80,807 shares
    Change vs previous 13F -7,529 shares

    4.28% of the 13F portfolio, value $57,102,319.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 88,336 shares
    Change vs previous 13F -410 shares

    4.93% of the 13F portfolio, value $66,585,950.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 88,746 shares
    Change vs previous 13F -1,400 shares

    5.06% of the 13F portfolio, value $66,260,117.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 90,146 shares
    Change vs previous 13F -3,686 shares

    5.1% of the 13F portfolio, value $59,792,049.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 93,832 shares
    Change vs previous 13F -1,591 shares

    4.75% of the 13F portfolio, value $50,892,844.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 95,423 shares
    Change vs previous 13F -1,108 shares

    5.51% of the 13F portfolio, value $59,333,927.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 96,531 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $56,617,406.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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