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Luminvest Wealth Management LLC: VCSH position timeline

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

Luminvest Wealth Management LLC held 147,957 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,957 shares
    Change vs previous 13F +18,181 shares

    2.72% of the 13F portfolio, value $11,688,753.

    13F-HR 0002036517-26-000004 filed by Luminvest 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 129,776 shares
    Change vs previous 13F +11,648 shares

    2.69% of the 13F portfolio, value $10,290,065.

    13F-HR 0002036517-26-000002 filed by Luminvest 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 118,128 shares
    Change vs previous 13F +17,431 shares

    2.61% of the 13F portfolio, value $9,418,369.

    13F-HR 0002036517-26-000001 filed by Luminvest 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 100,697 shares
    Change vs previous 13F +7,375 shares

    2.68% of the 13F portfolio, value $8,225,207.

    13F-HR 0002036517-25-000002 filed by Luminvest 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 93,322 shares
    Change vs previous 13F -1,398 shares

    2.71% of the 13F portfolio, value $7,556,092.

    13F-HR 0001085146-25-003919 filed by Luminvest 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 94,720 shares
    Change vs previous 13F +834 shares

    3.08% of the 13F portfolio, value $7,477,218.

    13F-HR 0001085146-25-002501 filed by Luminvest 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 93,886 shares
    Change vs previous 13F +3,673 shares

    2.96% of the 13F portfolio, value $7,324,142.

    13F-HR 0001085146-25-000572 filed by Luminvest 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 90,213 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $7,154,607.

    13F-HR 0001085146-24-005235 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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