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LFA - Lugano Financial Advisors SA: VCSH position timeline

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

LFA - Lugano Financial Advisors SA held 66,137 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,137 shares
    Change vs previous 13F +8,712 shares

    3.08% of the 13F portfolio, value $5,116,402.

    13F-HR 0001737871-26-000004 filed by LFA - Lugano Financial Advisors SA
    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 57,425 shares
    Change vs previous 13F +7,405 shares

    2.3% of the 13F portfolio, value $4,518,400.

    13F-HR 0001737871-26-000002 filed by LFA - Lugano Financial Advisors SA
    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 50,020 shares
    Change vs previous 13F -152 shares

    2.06% of the 13F portfolio, value $3,988,095.

    13F-HR 0001737871-26-000001 filed by LFA - Lugano Financial Advisors SA
    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 50,172 shares
    Change vs previous 13F +2,166 shares

    2.11% of the 13F portfolio, value $3,995,678.

    13F-HR 0001737871-25-000006 filed by LFA - Lugano Financial Advisors SA
    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 48,006 shares
    Change vs previous 13F -1,557 shares

    2.24% of the 13F portfolio, value $3,788,283.

    13F-HR 0001737871-25-000004 filed by LFA - Lugano Financial Advisors SA
    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 49,563 shares
    Change vs previous 13F -552 shares

    2.66% of the 13F portfolio, value $3,912,503.

    13F-HR 0001737871-25-000002 filed by LFA - Lugano Financial Advisors SA
    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 50,115 shares
    Change vs previous 13F -3,022 shares

    2.56% of the 13F portfolio, value $3,909,471.

    13F-HR 0001737871-25-000001 filed by LFA - Lugano Financial Advisors SA
    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 53,137 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $4,220,141.

    13F-HR 0001737871-24-000005 filed by LFA - Lugano Financial Advisors SA
    Filed (acceptance time not in the bulk data set), ingested

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