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EQ WEALTH ADVISORS, LLC: VCRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EQ WEALTH ADVISORS, LLC on VCRM, newest first. How the timeline and the estimate are built.

EQ WEALTH ADVISORS, LLC held 65,564 VCRM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,564 shares
    Change vs previous 13F +12,417 shares

    2.75% of the 13F portfolio, value $5,009,056.

    13F-HR 0001986152-26-000095 filed by EQ WEALTH ADVISORS, 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 53,147 shares
    Change vs previous 13F +21,956 shares

    2.34% of the 13F portfolio, value $3,994,022.

    13F-HR 0001986152-26-000052 filed by EQ WEALTH ADVISORS, 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 31,191 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,357,104.

    13F-HR 0001986152-26-000004 filed by EQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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