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Foundation Wealth Management, LLC\PA: VCIT position timeline

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

Foundation Wealth Management, LLC\PA held 377,159 VCIT 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 377,159 shares
    Change vs previous 13F +18,728 shares

    9.41% of the 13F portfolio, value $31,172,152.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    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 358,431 shares
    Change vs previous 13F +21,561 shares

    10.46% of the 13F portfolio, value $29,660,178.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    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 336,870 shares
    Change vs previous 13F +87,924 shares

    10.24% of the 13F portfolio, value $28,212,839.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    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 248,946 shares
    Change vs previous 13F +73,600 shares

    8.11% of the 13F portfolio, value $20,938,872.

    13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
    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 175,346 shares
    Change vs previous 13F +16,136 shares

    6.29% of the 13F portfolio, value $14,539,724.

    13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
    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 159,210 shares
    Change vs previous 13F +22,251 shares

    6.2% of the 13F portfolio, value $13,017,042.

    13F-HR 0001085146-25-002255 filed by Foundation Wealth Management, LLC\PA
    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 136,959 shares
    Change vs previous 13F not available

    5.33% of the 13F portfolio, value $10,993,663.

    13F-HR 0001085146-25-001032 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

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