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Disclosery

Long Island Wealth Management, Inc.: VCSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Long Island Wealth Management, Inc. on VCSH, newest first. How the timeline and the estimate are built.

Long Island Wealth Management, Inc. held 26,960 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,960 shares
    Change vs previous 13F -1,274 shares

    0.88% of the 13F portfolio, value $2,130,665.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
    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 28,234 shares
    Change vs previous 13F +8,085 shares

    1.04% of the 13F portfolio, value $2,238,104.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
    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 20,149 shares
    Change vs previous 13F +569 shares

    0.76% of the 13F portfolio, value $1,606,445.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
    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 19,580 shares
    Change vs previous 13F +2,067 shares

    0.76% of the 13F portfolio, value $1,565,009.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    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 17,513 shares
    Change vs previous 13F +3,362 shares

    0.72% of the 13F portfolio, value $1,392,266.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 14,151 shares
    Change vs previous 13F +6,893 shares

    0.68% of the 13F portfolio, value $1,117,065.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 7,258 shares
    Change vs previous 13F +3,333 shares

    0.35% of the 13F portfolio, value $566,135.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    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 3,925 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $311,721.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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