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Forza Wealth Management, LLC: VCSH position timeline

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

Forza Wealth Management, LLC held 82,570 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,570 shares
    Change vs previous 13F +36,394 shares

    2% of the 13F portfolio, value $6,525,507.

    13F-HR 0001963030-26-000003 filed by Forza Wealth Management, 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 46,176 shares
    Change vs previous 13F +7,365 shares

    1.27% of the 13F portfolio, value $3,660,372.

    13F-HR 0001963030-26-000002 filed by Forza Wealth Management, 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 38,811 shares
    Change vs previous 13F -1,460 shares

    1.12% of the 13F portfolio, value $3,094,401.

    13F-HR 0001963030-26-000001 filed by Forza Wealth Management, 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 40,271 shares
    Change vs previous 13F -2,726 shares

    1.23% of the 13F portfolio, value $3,218,861.

    13F-HR 0001963030-25-000012 filed by Forza Wealth Management, 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 42,997 shares
    Change vs previous 13F -28,981 shares

    1.4% of the 13F portfolio, value $3,418,262.

    13F-HR 0001963030-25-000005 filed by Forza Wealth Management, 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 71,978 shares
    Change vs previous 13F 0 shares

    2.55% of the 13F portfolio, value $5,681,943.

    13F-HR 0001963030-25-000003 filed by Forza Wealth Management, 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 71,978 shares
    Change vs previous 13F +32,380 shares

    2.56% of the 13F portfolio, value $5,615,004.

    13F-HR 0001963030-25-000001 filed by Forza Wealth Management, 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 39,598 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,144,873.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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