TRB Wealth Management, LLC: VCSH position timeline

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

TRB Wealth Management, LLC held 176,478 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 176,478 shares
Change vs previous 13F +6,599 shares
1.86% of the 13F portfolio, value $13,947,081.
13F-HR 0001214659-26-009943 filed by TRB Wealth Management, LLC
Filed 2026-08-12 (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).
period ended2026-03-31
13F 169,879 shares
Change vs previous 13F not available
1.91% of the 13F portfolio, value $13,466,290.
13F-HR 0001214659-26-006187 filed by TRB Wealth Management, LLC
Filed 2026-05-14 (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).