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Fusion Family Wealth, LLC: VSS position timeline

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

Fusion Family Wealth, LLC held 36,104 VSS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,104 shares
    Change vs previous 13F -1,735 shares

    0.37% of the 13F portfolio, value $5,570,433.

    13F-HR 0001951757-26-001150 filed by Fusion Family Wealth, 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 37,839 shares
    Change vs previous 13F -17,644 shares

    0.41% of the 13F portfolio, value $5,516,498.

    13F-HR 0001951757-26-000773 filed by Fusion Family Wealth, 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 55,483 shares
    Change vs previous 13F -4,486 shares

    0.6% of the 13F portfolio, value $7,952,329.

    13F-HR 0001951757-26-000355 filed by Fusion Family Wealth, 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 59,969 shares
    Change vs previous 13F -47,283 shares

    6.4% of the 13F portfolio, value $85,485,532.

    13F-HR 0001951757-25-001286 filed by Fusion Family Wealth, 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 107,252 shares
    Change vs previous 13F -60,650 shares

    1.22% of the 13F portfolio, value $14,413,695.

    13F-HR 0001951757-25-001002 filed by Fusion Family Wealth, 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 167,902 shares
    Change vs previous 13F -179,680 shares

    1.78% of the 13F portfolio, value $19,409,501.

    13F-HR 0001951757-25-000468 filed by Fusion Family Wealth, 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 347,582 shares
    Change vs previous 13F +9,801 shares

    3.65% of the 13F portfolio, value $39,791,205.

    13F-HR 0001951757-25-000134 filed by Fusion Family Wealth, 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 337,781 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $42,546,840.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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