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Gradient Capital Advisors, LLC: VCSH position timeline

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

Gradient Capital Advisors, LLC held 180,069 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,069 shares
    Change vs previous 13F +3,888 shares

    3.3% of the 13F portfolio, value $14,230,880.

    13F-HR 0001727917-26-000006 filed by Gradient Capital Advisors, 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 176,181 shares
    Change vs previous 13F +4,259 shares

    3.62% of the 13F portfolio, value $13,965,901.

    13F-HR 0001727917-26-000004 filed by Gradient Capital Advisors, 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 171,922 shares
    Change vs previous 13F +11,838 shares

    3.53% of the 13F portfolio, value $13,707,307.

    13F-HR 0001727917-26-000002 filed by Gradient Capital Advisors, 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 160,084 shares
    Change vs previous 13F +13,744 shares

    3.43% of the 13F portfolio, value $12,795,490.

    13F-HR 0001727917-25-000011 filed by Gradient Capital Advisors, 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 146,340 shares
    Change vs previous 13F -11,114 shares

    3.44% of the 13F portfolio, value $11,633,997.

    13F-HR 0001727917-25-000009 filed by Gradient Capital Advisors, 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 157,454 shares
    Change vs previous 13F +1,565 shares

    4.06% of the 13F portfolio, value $12,429,386.

    13F-HR 0001727917-25-000005 filed by Gradient Capital Advisors, 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 155,889 shares
    Change vs previous 13F +11,230 shares

    3.92% of the 13F portfolio, value $12,160,868.

    13F-HR 0001727917-25-000002 filed by Gradient Capital Advisors, 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 144,659 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $11,488,785.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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