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WELCH CAPITAL PARTNERS LLC/NY: VGT position timeline

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

WELCH CAPITAL PARTNERS LLC/NY held 218,480 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,480 shares
    Change vs previous 13F +191,170 shares

    5.12% of the 13F portfolio, value $26,113,000.

    13F-HR 0001042063-26-000009 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 27,310 shares
    Change vs previous 13F 0 shares

    4.29% of the 13F portfolio, value $19,055,000.

    13F-HR 0001042063-26-000007 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 27,310 shares
    Change vs previous 13F 0 shares

    4.13% of the 13F portfolio, value $20,586,000.

    13F-HR 0001042063-26-000003 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 27,310 shares
    Change vs previous 13F 0 shares

    4.2% of the 13F portfolio, value $20,390,000.

    13F-HR 0001042063-25-000013 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 27,310 shares
    Change vs previous 13F -666 shares

    4.03% of the 13F portfolio, value $18,114,000.

    13F-HR 0001042063-25-000010 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 27,976 shares
    Change vs previous 13F 0 shares

    3.61% of the 13F portfolio, value $15,174,000.

    13F-HR 0001042063-25-000004 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 27,976 shares
    Change vs previous 13F -86 shares

    3.76% of the 13F portfolio, value $17,395,000.

    13F-HR 0001042063-25-000002 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 28,062 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $16,459,000.

    13F-HR 0001042063-24-000009 filed by WELCH CAPITAL PARTNERS LLC/NY
    Filed (acceptance time not in the bulk data set), ingested

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