49 WEALTH MANAGEMENT, LLC: VCSH position timeline

49 WEALTH MANAGEMENT, LLC held 40,660 VCSH shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 40,660 shares

   Change vs previous 13F -220,153 shares

   0.61% of the 13F portfolio, value $3,213,366.

   13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, LLC
   Filed 2026-08-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 260,813 shares

   Change vs previous 13F +107,324 shares

   1.55% of the 13F portfolio, value $20,674,670.

   13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 153,489 shares

   Change vs previous 13F +77,755 shares

   1% of the 13F portfolio, value $12,237,685.

   13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 75,734 shares

   Change vs previous 13F +75,734 shares

   0.57% of the 13F portfolio, value $6,053,435.

   13F-HR 0001104659-25-109943 filed by 49 WEALTH MANAGEMENT, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

   Exited: the 13F for this period no longer lists the position.