Navigation Wealth Management, Inc.: VCSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Navigation Wealth Management, Inc. on VCSH, newest first. How the timeline and the estimate are built.
Navigation Wealth Management, Inc. held 4,624 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 4,624 sharesChange vs previous 13F +62 shares
0.5% of the 13F portfolio, value $365,435.
13F-HR 0001839930-26-000003 filed by Navigation Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,562 sharesChange vs previous 13F -111 shares
1.3% of the 13F portfolio, value $361,630.
13F-HR 0001839930-26-000002 filed by Navigation Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,673 sharesChange vs previous 13F +395 shares
0.55% of the 13F portfolio, value $372,578.
13F-HR 0001839930-26-000001 filed by Navigation Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,278 sharesChange vs previous 13F +1,444 shares
0.5% of the 13F portfolio, value $341,897.
13F-HR 0001839930-25-000002 filed by Navigation Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,834 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $225,303.
13F-HR 0001085146-25-003696 filed by Navigation Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).