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Wealthspire Advisors, LLC: VGT position timeline

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

Wealthspire Advisors, LLC held 65,928 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,928 shares
    Change vs previous 13F +59,652 shares

    0.04% of the 13F portfolio, value $7,879,733.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 6,276 shares
    Change vs previous 13F +590 shares

    0.03% of the 13F portfolio, value $4,379,037.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 5,686 shares
    Change vs previous 13F -284 shares

    0.03% of the 13F portfolio, value $4,286,031.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 5,970 shares
    Change vs previous 13F +192 shares

    0.02% of the 13F portfolio, value $4,457,980.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 5,778 shares
    Change vs previous 13F +507 shares

    0.02% of the 13F portfolio, value $3,832,825.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 5,271 shares
    Change vs previous 13F -648 shares

    0.02% of the 13F portfolio, value $2,859,071.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 5,919 shares
    Change vs previous 13F +578 shares

    0.04% of the 13F portfolio, value $3,680,488.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 5,341 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,132,951.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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