Wealth Management Associates, Inc.: VGT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on VGT, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 26,334 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 26,334 sharesChange vs previous 13F +22,996 shares
0.87% of the 13F portfolio, value $3,147,496.
13F-HR 0001214659-26-008730 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,338 sharesChange vs previous 13F +171 shares
0.8% of the 13F portfolio, value $2,328,890.
13F-HR 0001214659-26-006030 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,167 sharesChange vs previous 13F -59 shares
0.83% of the 13F portfolio, value $2,386,923.
13F-HR 0001214659-26-000620 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,226 sharesChange vs previous 13F -5 shares
0.85% of the 13F portfolio, value $2,408,891.
13F-HR 0001214659-25-015125 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,231 sharesChange vs previous 13F -5 shares
0.83% of the 13F portfolio, value $2,143,101.
13F-HR 0001214659-25-011396 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,236 sharesChange vs previous 13F -4 shares
0.75% of the 13F portfolio, value $1,755,035.
13F-HR 0001214659-25-008456 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,240 sharesChange vs previous 13F -46 shares
0.86% of the 13F portfolio, value $2,014,934.
13F-HR 0001214659-25-008455 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,286 sharesChange vs previous 13F not available
0.85% of the 13F portfolio, value $1,927,185.
13F-HR 0001214659-25-008454 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).