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Ridgeline Wealth Planning, LLC: VCSH position timeline

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

Ridgeline Wealth Planning, LLC held 17,649 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,649 shares
    Change vs previous 13F +5,923 shares

    0.88% of the 13F portfolio, value $1,394,787.

    13F-HR 0002085853-26-000854 filed by Ridgeline Wealth Planning, 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 11,726 shares
    Change vs previous 13F -779 shares

    0.68% of the 13F portfolio, value $929,560.

    13F-HR 0002085853-26-000568 filed by Ridgeline Wealth Planning, 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 12,505 shares
    Change vs previous 13F +951 shares

    0.71% of the 13F portfolio, value $997,047.

    13F-HR 0002085853-26-000183 filed by Ridgeline Wealth Planning, 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 11,554 shares
    Change vs previous 13F +456 shares

    0.69% of the 13F portfolio, value $923,511.

    13F-HR 0002085853-25-000186 filed by Ridgeline Wealth Planning, 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 11,098 shares
    Change vs previous 13F -1,034 shares

    0.73% of the 13F portfolio, value $882,291.

    13F-HR 0001667731-25-000940 filed by Ridgeline Wealth Planning, 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 12,132 shares
    Change vs previous 13F +401 shares

    0.94% of the 13F portfolio, value $957,700.

    13F-HR 0001667731-25-000553 filed by Ridgeline Wealth Planning, 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 11,731 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $915,135.

    13F-HR 0001667731-25-000153 filed by Ridgeline Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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