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FIDELIS iM, LLC: VCSH position timeline

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

FIDELIS iM, LLC held 399,593 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 399,593 shares
    Change vs previous 13F -79,065 shares

    10.77% of the 13F portfolio, value $31,579,817.

    13F-HR 0001894206-26-000003 filed by FIDELIS iM, 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 478,658 shares
    Change vs previous 13F -3,059 shares

    14.36% of the 13F portfolio, value $37,943,259.

    13F-HR 0001894206-26-000002 filed by FIDELIS iM, 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 481,717 shares
    Change vs previous 13F +368,407 shares

    14.91% of the 13F portfolio, value $38,407,290.

    13F-HR 0001894206-26-000001 filed by FIDELIS iM, 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 113,310 shares
    Change vs previous 13F -313,906 shares

    5.79% of the 13F portfolio, value $9,338,000.

    13F-HR 0001894206-25-000008 filed by FIDELIS iM, 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 427,216 shares
    Change vs previous 13F -17,080 shares

    15.11% of the 13F portfolio, value $33,963,672.

    13F-HR 0001894206-25-000005 filed by FIDELIS iM, 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 444,296 shares
    Change vs previous 13F +198,395 shares

    16.24% of the 13F portfolio, value $35,072,000.

    13F-HR 0001894206-25-000002 filed by FIDELIS iM, 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 245,901 shares
    Change vs previous 13F +8,189 shares

    9.42% of the 13F portfolio, value $19,182,000.

    13F-HR 0001894206-25-000001 filed by FIDELIS iM, 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 237,712 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $18,879,000.

    13F-HR 0001894206-24-000006 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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