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Investments & Financial Planning, LLC: VCSH position timeline

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

Investments & Financial Planning, LLC held 125,029 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,029 shares
    Change vs previous 13F -10,893 shares

    4.68% of the 13F portfolio, value $9,881,014.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, 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 135,922 shares
    Change vs previous 13F -362 shares

    5.87% of the 13F portfolio, value $10,774,574.

    13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, 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 136,284 shares
    Change vs previous 13F +49,651 shares

    5.83% of the 13F portfolio, value $10,865,935.

    13F-HR 0001909307-26-000002 filed by Investments & Financial Planning, 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 86,633 shares
    Change vs previous 13F +2,095 shares

    3.74% of the 13F portfolio, value $6,924,536.

    13F-HR 0001909307-25-000013 filed by Investments & Financial Planning, 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 84,538 shares
    Change vs previous 13F -6,089 shares

    3.87% of the 13F portfolio, value $6,720,800.

    13F-HR 0001909307-25-000010 filed by Investments & Financial Planning, 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 90,627 shares
    Change vs previous 13F -1,687 shares

    4.65% of the 13F portfolio, value $7,154,084.

    13F-HR 0001909307-25-000005 filed by Investments & Financial Planning, 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 92,314 shares
    Change vs previous 13F +1,990 shares

    4.44% of the 13F portfolio, value $7,201,426.

    13F-HR 0001909307-25-000002 filed by Investments & Financial Planning, 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 90,324 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $7,173,503.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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