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Disclosery

Level Financial Advisors: VCSH position timeline

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

Level Financial Advisors held 188,449 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,449 shares
    Change vs previous 13F +4,200 shares

    3.33% of the 13F portfolio, value $14,893,117.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 184,249 shares
    Change vs previous 13F +4,764 shares

    3.73% of the 13F portfolio, value $14,605,443.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 179,485 shares
    Change vs previous 13F +10,587 shares

    3.78% of the 13F portfolio, value $14,310,360.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 168,898 shares
    Change vs previous 13F +7,989 shares

    3.81% of the 13F portfolio, value $13,499,992.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 160,909 shares
    Change vs previous 13F +1,168 shares

    3.98% of the 13F portfolio, value $12,792,245.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 159,741 shares
    Change vs previous 13F +45 shares

    4.29% of the 13F portfolio, value $12,609,958.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 159,696 shares
    Change vs previous 13F +10,522 shares

    4.57% of the 13F portfolio, value $12,457,901.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    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 149,174 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $11,847,364.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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