Skip to content
Disclosery

VANCE WEALTH, LLC: BCAL position timeline

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

VANCE WEALTH, LLC held 35,133 BCAL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,133 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $735,685.

    13F-HR 0001951757-26-001264 filed by VANCE 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 35,133 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $626,070.

    13F-HR 0001951757-26-000879 filed by VANCE 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/A 35,133 shares
    Change vs previous 13F -2,500 shares

    0.2% of the 13F portfolio, value $659,446.

    13F-HR/A 0001951757-26-000476 filed by VANCE 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 37,633 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $627,718.

    13F-HR 0001951757-25-001441 filed by VANCE 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 37,633 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $593,096.

    13F-HR 0001951757-25-001086 filed by VANCE 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 37,633 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $539,281.

    13F-HR 0001951757-25-000555 filed by VANCE 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 37,633 shares
    Change vs previous 13F -3,349 shares

    0.24% of the 13F portfolio, value $622,450.

    13F-HR 0001951757-25-000262 filed by VANCE 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 40,982 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $606,124.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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