Skip to content
Disclosery

Refined Wealth Management: VCLT position timeline

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

Refined Wealth Management held 3,374 VCLT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,374 shares
    Change vs previous 13F -49 shares

    0.15% of the 13F portfolio, value $253,896.

    13F-HR 0001724729-26-000005 filed by Refined 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 3,423 shares
    Change vs previous 13F -63,331 shares

    0.16% of the 13F portfolio, value $255,769.

    13F-HR 0001724729-26-000003 filed by Refined 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 66,754 shares
    Change vs previous 13F -945 shares

    3.41% of the 13F portfolio, value $5,063,307.

    13F-HR 0001724729-26-000001 filed by Refined 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 67,699 shares
    Change vs previous 13F +2,030 shares

    3.38% of the 13F portfolio, value $5,256,855.

    13F-HR 0001724729-25-000008 filed by Refined 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 65,669 shares
    Change vs previous 13F +25 shares

    3.43% of the 13F portfolio, value $4,984,280.

    13F-HR 0001724729-25-000005 filed by Refined 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 65,644 shares
    Change vs previous 13F -36,122 shares

    4.08% of the 13F portfolio, value $4,983,019.

    13F-HR 0001724729-25-000003 filed by Refined 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 101,766 shares
    Change vs previous 13F -501 shares

    5.79% of the 13F portfolio, value $7,610,054.

    13F-HR 0001724729-25-000001 filed by Refined Wealth Management
    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 102,267 shares
    Change vs previous 13F not available

    6.41% of the 13F portfolio, value $8,307,119.

    13F-HR 0001724729-24-000006 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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