SpringVest Wealth Management LLC: VCSH position timeline

SpringVest Wealth Management LLC held 107,860 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 107,860 shares

   Change vs previous 13F -233 shares

   5.36% of the 13F portfolio, value $8,524,157.

   13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 108,093 shares

   Change vs previous 13F -626 shares

   5.85% of the 13F portfolio, value $8,568,571.

   13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 108,719 shares

   Change vs previous 13F -849 shares

   6.04% of the 13F portfolio, value $8,668,193.

   13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 109,568 shares

   Change vs previous 13F +451 shares

   6.44% of the 13F portfolio, value $8,757,794.

   13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 109,117 shares

   Change vs previous 13F +493 shares

   7.02% of the 13F portfolio, value $8,674,824.

   13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 108,624 shares

   Change vs previous 13F +5,442 shares

   7.11% of the 13F portfolio, value $8,574,803.

   13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 103,182 shares

   Change vs previous 13F not available

   6.9% of the 13F portfolio, value $8,049,234.

   13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
   Filed 2025-03-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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