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NOVARE CAPITAL MANAGEMENT LLC: VSLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NOVARE CAPITAL MANAGEMENT LLC on VSLU, newest first. How the timeline and the estimate are built.

NOVARE CAPITAL MANAGEMENT LLC held 751,418 VSLU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 751,418 shares
    Change vs previous 13F -52,659 shares

    2.47% of the 13F portfolio, value $34,750,301.

    13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL 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 804,077 shares
    Change vs previous 13F -11,853 shares

    2.66% of the 13F portfolio, value $33,618,458.

    13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL 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 815,930 shares
    Change vs previous 13F +17,202 shares

    2.71% of the 13F portfolio, value $36,113,060.

    13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL 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 798,728 shares
    Change vs previous 13F +64,907 shares

    2.6% of the 13F portfolio, value $34,099,310.

    13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL 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 733,821 shares
    Change vs previous 13F +10,420 shares

    2.33% of the 13F portfolio, value $28,729,106.

    13F-HR 0001951757-25-000991 filed by NOVARE CAPITAL 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 723,401 shares
    Change vs previous 13F +34,041 shares

    2.21% of the 13F portfolio, value $25,334,817.

    13F-HR 0001951757-25-000471 filed by NOVARE CAPITAL 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 689,360 shares
    Change vs previous 13F +29,935 shares

    2.12% of the 13F portfolio, value $25,223,695.

    13F-HR 0001951757-25-000086 filed by NOVARE CAPITAL 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 659,425 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $23,737,646.

    13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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