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Bernzott Capital Advisors: VSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on VSH, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 199,184 VSH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,184 shares
    Change vs previous 13F -268,967 shares

    4.29% of the 13F portfolio, value $10,712,093.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    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 468,151 shares
    Change vs previous 13F -81,629 shares

    4.04% of the 13F portfolio, value $8,426,716.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    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 549,780 shares
    Change vs previous 13F +62,753 shares

    3.79% of the 13F portfolio, value $7,966,313.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    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 487,027 shares
    Change vs previous 13F +25,919 shares

    3.52% of the 13F portfolio, value $7,451,513.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    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 461,108 shares
    Change vs previous 13F +78,851 shares

    3.74% of the 13F portfolio, value $7,322,403.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    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 382,257 shares
    Change vs previous 13F +18,628 shares

    2.99% of the 13F portfolio, value $6,077,893.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    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 363,629 shares
    Change vs previous 13F +79,214 shares

    3.05% of the 13F portfolio, value $6,159,879.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    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 284,415 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $5,378,288.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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