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Disclosery

VCI Wealth Management LLC: BX position timeline

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

VCI Wealth Management LLC held 0 BX 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 0 shares
    Change vs previous 13F -9,914 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 9,914 shares
    Change vs previous 13F -3,372 shares

    0.32% of the 13F portfolio, value $1,140,027.

    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 13,286 shares
    Change vs previous 13F +4,915 shares

    0.57% of the 13F portfolio, value $2,047,904.

    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 8,371 shares
    Change vs previous 13F -1,329 shares

    0.43% of the 13F portfolio, value $1,430,185.

    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 9,700 shares
    Change vs previous 13F +1,375 shares

    0.51% of the 13F portfolio, value $1,450,926.

    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 8,325 shares
    Change vs previous 13F +913 shares

    0.49% of the 13F portfolio, value $1,163,669.

    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 7,412 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,277,977.

    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).