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Disclosery

BCS Wealth Management: VCSH position timeline

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

BCS Wealth Management held 157,822 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,822 shares
    Change vs previous 13F +10,748 shares

    2.25% of the 13F portfolio, value $12,472,867.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 147,074 shares
    Change vs previous 13F -140,958 shares

    2.38% of the 13F portfolio, value $11,658,739.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 288,032 shares
    Change vs previous 13F +161,696 shares

    2.32% of the 13F portfolio, value $22,965,173.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 126,336 shares
    Change vs previous 13F -1,102 shares

    2.28% of the 13F portfolio, value $10,098,155.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 127,438 shares
    Change vs previous 13F +14,315 shares

    2.18% of the 13F portfolio, value $10,131,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 113,123 shares
    Change vs previous 13F -5,595 shares

    2.3% of the 13F portfolio, value $8,930,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 118,718 shares
    Change vs previous 13F +16,983 shares

    2.3% of the 13F portfolio, value $9,261,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 101,735 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $8,080,000.

    13F-HR 0001798172-24-000007 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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