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Disclosery

VCI Wealth Management LLC: VMBS position timeline

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

VCI Wealth Management LLC held 220,560 VMBS 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 220,560 shares
    Change vs previous 13F -1,249 shares

    2.59% of the 13F portfolio, value $10,324,426.

    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 221,809 shares
    Change vs previous 13F +20,860 shares

    2.89% of the 13F portfolio, value $10,413,925.

    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 200,949 shares
    Change vs previous 13F +15,809 shares

    2.63% of the 13F portfolio, value $9,460,661.

    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 185,140 shares
    Change vs previous 13F +10,101 shares

    2.64% of the 13F portfolio, value $8,694,158.

    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 175,039 shares
    Change vs previous 13F +20,347 shares

    2.84% of the 13F portfolio, value $8,111,319.

    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 154,692 shares
    Change vs previous 13F +10,957 shares

    3.01% of the 13F portfolio, value $7,163,788.

    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 143,735 shares
    Change vs previous 13F -39,090 shares

    2.77% of the 13F portfolio, value $6,516,925.

    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 182,825 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $8,631,171.

    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).