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
- period ended2026-06-3013F 199,184 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 468,151 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 549,780 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 487,027 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 461,108 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 382,257 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 363,629 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 284,415 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).