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Disclosery

Stone Summit Wealth LLC: VCIT position timeline

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

Stone Summit Wealth LLC held 100,089 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,089 shares
    Change vs previous 13F +3,000 shares

    2.1% of the 13F portfolio, value $8,272,356.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 97,089 shares
    Change vs previous 13F +3,258 shares

    2.24% of the 13F portfolio, value $8,034,115.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 93,831 shares
    Change vs previous 13F -189 shares

    2.13% of the 13F portfolio, value $7,858,346.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 94,020 shares
    Change vs previous 13F -2,079 shares

    2.24% of the 13F portfolio, value $7,908,022.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 96,099 shares
    Change vs previous 13F -3,474 shares

    2.47% of the 13F portfolio, value $7,968,529.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 99,573 shares
    Change vs previous 13F +1,452 shares

    2.76% of the 13F portfolio, value $8,141,088.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 98,121 shares
    Change vs previous 13F +444 shares

    2.64% of the 13F portfolio, value $7,876,173.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 97,677 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $8,180,449.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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