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Disclosery

McMill Wealth Management: VCSH position timeline

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

McMill Wealth Management held 85,831 VCSH shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 85,831 shares
    Change vs previous 13F +83,270 shares

    1.65% of the 13F portfolio, value $6,783,224.

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth Management
    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 2,561 shares
    Change vs previous 13F -91,437 shares

    0.05% of the 13F portfolio, value $200,808.

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    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 93,998 shares
    Change vs previous 13F -1,216 shares

    2.11% of the 13F portfolio, value $7,494,461.

    13F-HR 0002056447-26-000001 filed by McMill Wealth Management
    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 95,214 shares
    Change vs previous 13F -274 shares

    2.17% of the 13F portfolio, value $7,610,455.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    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 95,488 shares
    Change vs previous 13F -17,620 shares

    2.51% of the 13F portfolio, value $7,589,864.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    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 113,108 shares
    Change vs previous 13F -11,182 shares

    3.22% of the 13F portfolio, value $8,928,746.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    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 124,290 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $9,695,863.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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