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Disclosery

4WEALTH ADVISORS, INC.: VCSH position timeline

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

4WEALTH ADVISORS, INC. held 36,956 VCSH 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 36,956 shares
    Change vs previous 13F +3,016 shares

    1.97% of the 13F portfolio, value $2,853,775.

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

  2. period ended2026-06-30
    13F 33,940 shares
    Change vs previous 13F +283 shares

    2.06% of the 13F portfolio, value $2,685,979.

    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 33,657 shares
    Change vs previous 13F +2,418 shares

    2.27% of the 13F portfolio, value $2,660,284.

    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 31,239 shares
    Change vs previous 13F +420 shares

    2.16% of the 13F portfolio, value $2,490,721.

    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 30,819 shares
    Change vs previous 13F +2,301 shares

    2.28% of the 13F portfolio, value $2,463,331.

    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 28,518 shares
    Change vs previous 13F +821 shares

    2.36% of the 13F portfolio, value $2,267,164.

    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 27,697 shares
    Change vs previous 13F +1,384 shares

    2.42% of the 13F portfolio, value $2,186,397.

    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 26,313 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,052,681.

    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).