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Foundation Wealth Management, LLC\PA: VCSH position timeline

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

Foundation Wealth Management, LLC\PA held 247,930 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 247,930 shares
    Change vs previous 13F +22,612 shares

    5.91% of the 13F portfolio, value $19,593,873.

    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 225,318 shares
    Change vs previous 13F +20,533 shares

    6.3% of the 13F portfolio, value $17,860,941.

    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 204,785 shares
    Change vs previous 13F +38,862 shares

    5.92% of the 13F portfolio, value $16,327,503.

    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 165,923 shares
    Change vs previous 13F +46,056 shares

    5.14% of the 13F portfolio, value $13,262,225.

    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 119,867 shares
    Change vs previous 13F +6,859 shares

    4.12% of the 13F portfolio, value $9,529,427.

    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 113,008 shares
    Change vs previous 13F +25,128 shares

    4.25% of the 13F portfolio, value $8,920,852.

    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 87,880 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $6,855,519.

    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).