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Marks Wealth, LLC: VCSH position timeline

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

Marks Wealth, LLC held 569,042 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 569,042 shares
    Change vs previous 13F +21,666 shares

    9.74% of the 13F portfolio, value $44,971,373.

    13F-HR 0002085853-26-000902 filed by Marks Wealth, 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 547,376 shares
    Change vs previous 13F +136,194 shares

    11.42% of the 13F portfolio, value $43,390,489.

    13F-HR 0002085853-26-000552 filed by Marks Wealth, 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 411,182 shares
    Change vs previous 13F not available

    10.97% of the 13F portfolio, value $32,783,521.

    13F-HR 0002085853-26-000166 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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