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Towerpoint Wealth, LLC: VCIT position timeline

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

Towerpoint Wealth, LLC held 189,622 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,622 shares
    Change vs previous 13F +8,584 shares

    5.44% of the 13F portfolio, value $15,672,271.

    13F-HR 0001731445-26-000004 filed by Towerpoint 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 181,038 shares
    Change vs previous 13F +7,327 shares

    6.05% of the 13F portfolio, value $14,980,876.

    13F-HR 0001731445-26-000002 filed by Towerpoint 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 173,711 shares
    Change vs previous 13F +190 shares

    5.76% of the 13F portfolio, value $14,548,292.

    13F-HR 0001731445-26-000001 filed by Towerpoint 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 173,521 shares
    Change vs previous 13F -33,519 shares

    5.97% of the 13F portfolio, value $14,594,861.

    13F-HR 0001085146-25-005830 filed by Towerpoint 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 207,040 shares
    Change vs previous 13F -54,594 shares

    7.61% of the 13F portfolio, value $17,167,729.

    13F-HR 0001085146-25-003692 filed by Towerpoint 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 261,634 shares
    Change vs previous 13F -79 shares

    10.6% of the 13F portfolio, value $21,391,216.

    13F-HR 0001085146-25-001961 filed by Towerpoint 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 261,713 shares
    Change vs previous 13F +15,838 shares

    10.29% of the 13F portfolio, value $21,007,682.

    13F-HR 0001085146-25-000191 filed by Towerpoint 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 245,875 shares
    Change vs previous 13F not available

    9.76% of the 13F portfolio, value $20,592,015.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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