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Disclosery

Stone Summit Wealth LLC: VCSH position timeline

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

Stone Summit Wealth LLC held 223,282 VCSH 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 223,282 shares
    Change vs previous 13F -8,147 shares

    4.48% of the 13F portfolio, value $17,645,976.

    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 231,429 shares
    Change vs previous 13F +23,609 shares

    5.11% of the 13F portfolio, value $18,345,377.

    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 207,820 shares
    Change vs previous 13F +33,989 shares

    4.49% of the 13F portfolio, value $16,569,489.

    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 173,831 shares
    Change vs previous 13F +82,506 shares

    3.94% of the 13F portfolio, value $13,894,312.

    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 91,325 shares
    Change vs previous 13F -3,151 shares

    2.25% of the 13F portfolio, value $7,260,338.

    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 94,476 shares
    Change vs previous 13F -24,814 shares

    2.53% of the 13F portfolio, value $7,457,935.

    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 119,290 shares
    Change vs previous 13F +5,440 shares

    3.12% of the 13F portfolio, value $9,305,813.

    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 113,850 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $9,041,967.

    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).