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TriaGen Wealth Management LLC: VCSH position timeline

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

TriaGen Wealth Management LLC held 46,328 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,328 shares
    Change vs previous 13F -11 shares

    0.92% of the 13F portfolio, value $3,661,302.

    13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management 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 46,339 shares
    Change vs previous 13F +1,096 shares

    1% of the 13F portfolio, value $3,673,293.

    13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management 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 45,243 shares
    Change vs previous 13F -37 shares

    0.93% of the 13F portfolio, value $3,607,224.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management 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 45,280 shares
    Change vs previous 13F -4,038 shares

    0.94% of the 13F portfolio, value $3,619,230.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management 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 49,318 shares
    Change vs previous 13F +2,514 shares

    1.19% of the 13F portfolio, value $3,920,781.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management 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 46,804 shares
    Change vs previous 13F +5,121 shares

    1.3% of the 13F portfolio, value $3,694,708.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management 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 41,683 shares
    Change vs previous 13F +1,556 shares

    1.1% of the 13F portfolio, value $3,251,691.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management 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 40,127 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,186,886.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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