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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

  1. period ended2026-06-30
    13F 4,624 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 4,562 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 4,673 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 4,278 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 2,834 shares
    Change 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), ingested

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