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Disclosery

4WEALTH ADVISORS, INC.: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on VCIT, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 40,448 VCIT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,448 shares
    Change vs previous 13F +3,040 shares

    2.19% of the 13F portfolio, value $3,169,932.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,408 shares
    Change vs previous 13F +2,597 shares

    2.38% of the 13F portfolio, value $3,103,349.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 34,811 shares
    Change vs previous 13F +1,664 shares

    2.45% of the 13F portfolio, value $2,864,906.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,147 shares
    Change vs previous 13F -31 shares

    2.4% of the 13F portfolio, value $2,776,096.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,178 shares
    Change vs previous 13F +1,633 shares

    2.58% of the 13F portfolio, value $2,790,563.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,545 shares
    Change vs previous 13F +712 shares

    2.72% of the 13F portfolio, value $2,615,709.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,833 shares
    Change vs previous 13F +4,186 shares

    2.79% of the 13F portfolio, value $2,520,928.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 26,647 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $2,138,959.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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