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Avant Financial Advisors LLC: VCSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avant Financial Advisors LLC on VCSH, newest first. How the timeline and the estimate are built.

Avant Financial Advisors LLC held 42,810 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,810 shares
    Change vs previous 13F +3,413 shares

    2.11% of the 13F portfolio, value $3,383,275.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors 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 39,397 shares
    Change vs previous 13F +1,655 shares

    2.2% of the 13F portfolio, value $3,123,001.

    13F-HR 0001951757-26-000711 filed by Avant Financial Advisors 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 37,742 shares
    Change vs previous 13F +836 shares

    2.16% of the 13F portfolio, value $3,009,170.

    13F-HR 0001951757-26-000158 filed by Avant Financial Advisors 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 36,906 shares
    Change vs previous 13F +489 shares

    2.22% of the 13F portfolio, value $2,949,897.

    13F-HR 0001951757-25-001262 filed by Avant Financial Advisors 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 36,417 shares
    Change vs previous 13F +1,255 shares

    2.39% of the 13F portfolio, value $2,895,152.

    13F-HR 0001951757-25-001021 filed by Avant Financial Advisors 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 35,162 shares
    Change vs previous 13F +2,007 shares

    2.52% of the 13F portfolio, value $2,775,689.

    13F-HR 0001951757-25-000542 filed by Avant Financial Advisors 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 33,155 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $2,586,422.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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