Skip to content
Disclosery

Wheelhouse Advisory Group LLC: VGT position timeline

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

Wheelhouse Advisory Group LLC held 188,828 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,828 shares
    Change vs previous 13F +164,836 shares

    6.37% of the 13F portfolio, value $22,568,717.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 23,992 shares
    Change vs previous 13F +525 shares

    5.55% of the 13F portfolio, value $16,739,705.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group 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 23,467 shares
    Change vs previous 13F -90 shares

    6.79% of the 13F portfolio, value $17,856,265.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group 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 23,557 shares
    Change vs previous 13F +709 shares

    7.58% of the 13F portfolio, value $17,588,514.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group 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 22,848 shares
    Change vs previous 13F +1,317 shares

    7.47% of the 13F portfolio, value $15,154,702.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory Group 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 21,531 shares
    Change vs previous 13F +891 shares

    6.67% of the 13F portfolio, value $11,678,494.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory Group 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 20,640 shares
    Change vs previous 13F +386 shares

    7.62% of the 13F portfolio, value $12,834,465.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory Group 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 20,254 shares
    Change vs previous 13F not available

    7.65% of the 13F portfolio, value $11,879,471.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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