Skip to content
Disclosery

GRAND WEALTH MANAGEMENT, LLC: VCSH position timeline

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

GRAND WEALTH MANAGEMENT, LLC held 93,381 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,381 shares
    Change vs previous 13F +11,735 shares

    3.08% of the 13F portfolio, value $7,379,928.

    13F-HR 0001398344-26-014017 filed by GRAND 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 81,646 shares
    Change vs previous 13F +4,620 shares

    3.05% of the 13F portfolio, value $6,472,061.

    13F-HR 0001398344-26-008767 filed by GRAND 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 77,026 shares
    Change vs previous 13F +11,127 shares

    2.78% of the 13F portfolio, value $6,141,248.

    13F-HR 0001398344-26-001219 filed by GRAND 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 65,899 shares
    Change vs previous 13F +3,062 shares

    2.54% of the 13F portfolio, value $5,267,298.

    13F-HR 0001398344-25-020083 filed by GRAND 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 62,837 shares
    Change vs previous 13F -1,610 shares

    2.57% of the 13F portfolio, value $4,995,544.

    13F-HR 0001398344-25-013672 filed by GRAND 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 64,447 shares
    Change vs previous 13F +5,434 shares

    2.8% of the 13F portfolio, value $5,087,481.

    13F-HR 0001398344-25-008796 filed by GRAND 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 59,013 shares
    Change vs previous 13F +6,758 shares

    2.57% of the 13F portfolio, value $4,603,586.

    13F-HR 0001398344-25-002571 filed by GRAND 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 52,255 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $4,150,129.

    13F-HR 0001398344-24-019887 filed by GRAND WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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