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Wiser Wealth Management, Inc: VGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wiser Wealth Management, Inc on VGT, newest first. How the timeline and the estimate are built.

Wiser Wealth Management, Inc held 304,688 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 304,688 shares
    Change vs previous 13F +265,926 shares

    6.97% of the 13F portfolio, value $36,416,288.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, 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 38,762 shares
    Change vs previous 13F +1,773 shares

    5.83% of the 13F portfolio, value $27,044,897.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, 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 36,989 shares
    Change vs previous 13F -394 shares

    6.2% of the 13F portfolio, value $27,881,433.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, 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 37,383 shares
    Change vs previous 13F -4,068 shares

    6.38% of the 13F portfolio, value $27,911,135.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, 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 41,451 shares
    Change vs previous 13F +5,348 shares

    6.88% of the 13F portfolio, value $27,493,500.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, 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 36,103 shares
    Change vs previous 13F +1,171 shares

    5.49% of the 13F portfolio, value $19,581,448.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, 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 34,932 shares
    Change vs previous 13F +1,253 shares

    6.1% of the 13F portfolio, value $21,720,540.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, 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 33,679 shares
    Change vs previous 13F not available

    5.66% of the 13F portfolio, value $19,753,467.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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