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Disclosery

TL Private Wealth: VCSH position timeline

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

TL Private Wealth held 228,711 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,711 shares
    Change vs previous 13F +14,208 shares

    6.6% of the 13F portfolio, value $17,992,723.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 214,503 shares
    Change vs previous 13F +1,841 shares

    6.7% of the 13F portfolio, value $16,988,643.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 212,662 shares
    Change vs previous 13F +4,725 shares

    6.53% of the 13F portfolio, value $16,961,908.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 207,937 shares
    Change vs previous 13F +26,568 shares

    6.66% of the 13F portfolio, value $16,614,181.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 181,369 shares
    Change vs previous 13F -1,211 shares

    5.95% of the 13F portfolio, value $14,331,813.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 182,580 shares
    Change vs previous 13F -2,852 shares

    7.07% of the 13F portfolio, value $14,264,982.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 185,432 shares
    Change vs previous 13F +5,976 shares

    6.48% of the 13F portfolio, value $14,476,655.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 179,456 shares
    Change vs previous 13F not available

    6.32% of the 13F portfolio, value $14,117,840.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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