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Disclosery

SaddleRock Capital Management LLC: VSXY position timeline

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

SaddleRock Capital Management LLC held 65,384 VSXY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,384 shares
    Change vs previous 13F -49,639 shares

    5.27% of the 13F portfolio, value $5,458,256.

    13F-HR 0002018754-26-000006 filed by SaddleRock 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 115,023 shares
    Change vs previous 13F +5,964 shares

    5.69% of the 13F portfolio, value $5,332,466.

    13F-HR 0002018754-26-000005 filed by SaddleRock 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 109,059 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $5,907,726.

    13F-HR 0002018754-26-000003 filed by SaddleRock Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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