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Disclosery

VANCE WEALTH, LLC: VSS position timeline

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

VANCE WEALTH, LLC held 10,064 VSS 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 10,064 shares
    Change vs previous 13F -128 shares

    0.35% of the 13F portfolio, value $1,552,775.

    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 10,192 shares
    Change vs previous 13F -1,054 shares

    0.43% of the 13F portfolio, value $1,485,891.

    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 11,246 shares
    Change vs previous 13F -357 shares

    0.48% of the 13F portfolio, value $1,611,889.

    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 11,603 shares
    Change vs previous 13F -128 shares

    0.51% of the 13F portfolio, value $1,654,008.

    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 11,731 shares
    Change vs previous 13F +372 shares

    0.53% of the 13F portfolio, value $1,576,529.

    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 11,359 shares
    Change vs previous 13F -313 shares

    0.49% of the 13F portfolio, value $1,313,100.

    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 11,672 shares
    Change vs previous 13F -664 shares

    0.52% of the 13F portfolio, value $1,336,211.

    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 12,336 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,553,843.

    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).