Skip to content
Disclosery

Forum Private Client Group LLC: VCSH position timeline

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

Forum Private Client Group LLC held 85,693 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,693 shares
    Change vs previous 13F +14,678 shares

    2.02% of the 13F portfolio, value $6,772,284.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 71,015 shares
    Change vs previous 13F +6,388 shares

    1.88% of the 13F portfolio, value $5,629,772.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 64,627 shares
    Change vs previous 13F +13,849 shares

    1.76% of the 13F portfolio, value $5,152,701.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 50,778 shares
    Change vs previous 13F +9,941 shares

    1.45% of the 13F portfolio, value $4,058,662.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 40,837 shares
    Change vs previous 13F +1,539 shares

    1.25% of the 13F portfolio, value $3,246,542.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 39,298 shares
    Change vs previous 13F +1,926 shares

    1.35% of the 13F portfolio, value $3,102,215.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 37,372 shares
    Change vs previous 13F +7,332 shares

    1.3% of the 13F portfolio, value $2,915,402.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 30,040 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,385,776.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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