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VCI Wealth Management LLC: FIDU position timeline

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

VCI Wealth Management LLC held 8,743 FIDU 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 8,743 shares
    Change vs previous 13F +212 shares

    0.22% of the 13F portfolio, value $870,926.

    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 8,531 shares
    Change vs previous 13F -1,267 shares

    0.2% of the 13F portfolio, value $738,088.

    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 9,798 shares
    Change vs previous 13F -8,292 shares

    0.22% of the 13F portfolio, value $808,147.

    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 18,090 shares
    Change vs previous 13F -3,289 shares

    0.45% of the 13F portfolio, value $1,482,328.

    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 21,379 shares
    Change vs previous 13F +1,331 shares

    0.58% of the 13F portfolio, value $1,657,476.

    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 20,048 shares
    Change vs previous 13F -3,686 shares

    0.58% of the 13F portfolio, value $1,372,664.

    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 23,734 shares
    Change vs previous 13F +9,854 shares

    0.71% of the 13F portfolio, value $1,668,743.

    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).

  8. period ended2024-09-30
    13F 13,880 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,001,740.

    13F-HR 0002009388-24-000005 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).