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Rockwood Wealth Management, LLC: VCSH position timeline

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

Rockwood Wealth Management, LLC held 41,149 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,149 shares
    Change vs previous 13F +3,368 shares

    0.21% of the 13F portfolio, value $3,252,021.

    13F-HR 0002085853-26-000694 filed by Rockwood Wealth 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 37,781 shares
    Change vs previous 13F -63 shares

    0.21% of the 13F portfolio, value $2,994,869.

    13F-HR 0002085853-26-000532 filed by Rockwood Wealth 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 37,844 shares
    Change vs previous 13F -286 shares

    0.22% of the 13F portfolio, value $3,017,339.

    13F-HR 0002085853-26-000134 filed by Rockwood Wealth 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 38,130 shares
    Change vs previous 13F -669 shares

    0.24% of the 13F portfolio, value $3,047,753.

    13F-HR 0002085853-25-000067 filed by Rockwood Wealth 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 38,799 shares
    Change vs previous 13F -5,672 shares

    0.27% of the 13F portfolio, value $3,084,538.

    13F-HR 0001667731-25-000782 filed by Rockwood Wealth 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 44,471 shares
    Change vs previous 13F -22,449 shares

    0.36% of the 13F portfolio, value $3,510,505.

    13F-HR 0001667731-25-000417 filed by Rockwood Wealth 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 66,920 shares
    Change vs previous 13F -189,561 shares

    0.56% of the 13F portfolio, value $5,220,459.

    13F-HR 0001667731-25-000069 filed by Rockwood Wealth 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 256,481 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $20,369,723.

    13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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