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Disclosery

VCI Wealth Management LLC: BSV position timeline

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

VCI Wealth Management LLC held 134,999 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,999 shares
    Change vs previous 13F -801 shares

    2.64% of the 13F portfolio, value $10,517,789.

    13F-HR 0002009388-26-000002 filed by VCI 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 135,800 shares
    Change vs previous 13F +14,644 shares

    2.95% of the 13F portfolio, value $10,648,108.

    13F-HR 0002085853-26-000440 filed by VCI 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 121,156 shares
    Change vs previous 13F +12,544 shares

    2.65% of the 13F portfolio, value $9,548,304.

    13F-HR 0002085853-26-000098 filed by VCI 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 108,612 shares
    Change vs previous 13F +7,373 shares

    2.6% of the 13F portfolio, value $8,570,573.

    13F-HR 0002085853-25-000098 filed by VCI 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 101,239 shares
    Change vs previous 13F +11,773 shares

    2.79% of the 13F portfolio, value $7,967,509.

    13F-HR 0001667731-25-001009 filed by VCI 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 89,466 shares
    Change vs previous 13F +7,175 shares

    2.94% of the 13F portfolio, value $7,003,398.

    13F-HR 0001667731-25-000595 filed by VCI 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/A 82,291 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $6,358,626.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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