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BCR Wealth Strategies, LLC: VCRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCR Wealth Strategies, LLC on VCRB, newest first. How the timeline and the estimate are built.

BCR Wealth Strategies, LLC held 381,880 VCRB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 381,880 shares
    Change vs previous 13F +38,802 shares

    8.29% of the 13F portfolio, value $29,493,000.

    13F-HR 0001908380-26-000003 filed by BCR Wealth Strategies, 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 343,078 shares
    Change vs previous 13F +38,164 shares

    8.32% of the 13F portfolio, value $26,547,000.

    13F-HR 0001908380-26-000002 filed by BCR Wealth Strategies, 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 304,914 shares
    Change vs previous 13F +17,283 shares

    7.88% of the 13F portfolio, value $23,751,000.

    13F-HR 0001908380-26-000001 filed by BCR Wealth Strategies, 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 287,631 shares
    Change vs previous 13F +33,123 shares

    7.93% of the 13F portfolio, value $22,553,000.

    13F-HR 0001908380-25-000011 filed by BCR Wealth Strategies, 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 254,508 shares
    Change vs previous 13F +99,716 shares

    7.64% of the 13F portfolio, value $19,744,000.

    13F-HR 0001907157-25-000023 filed by BCR Wealth Strategies, 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 154,792 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $11,985,000.

    13F-HR 0001842974-25-000003 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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