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Disclosery

Ellis Investment Partners, LLC: VCSH position timeline

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

Ellis Investment Partners, LLC held 19,639 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,639 shares
    Change vs previous 13F +1,375 shares

    0.24% of the 13F portfolio, value $1,552,082.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 18,264 shares
    Change vs previous 13F +976 shares

    0.25% of the 13F portfolio, value $1,447,851.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 17,288 shares
    Change vs previous 13F -347 shares

    0.24% of the 13F portfolio, value $1,378,416.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 17,635 shares
    Change vs previous 13F -348 shares

    0.25% of the 13F portfolio, value $1,409,603.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 17,983 shares
    Change vs previous 13F -2,130 shares

    0.28% of the 13F portfolio, value $1,429,676.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 20,113 shares
    Change vs previous 13F -806 shares

    0.33% of the 13F portfolio, value $1,587,690.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 20,919 shares
    Change vs previous 13F -25 shares

    0.32% of the 13F portfolio, value $1,631,894.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, LLC
    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 20,944 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,663,344.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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