Skip to content
Disclosery

VCI Wealth Management LLC: XLF position timeline

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

VCI Wealth Management LLC held 30,059 XLF 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 30,059 shares
    Change vs previous 13F +699 shares

    0.4% of the 13F portfolio, value $1,611,476.

    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 29,360 shares
    Change vs previous 13F +669 shares

    0.4% of the 13F portfolio, value $1,449,510.

    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 28,691 shares
    Change vs previous 13F -32,147 shares

    0.44% of the 13F portfolio, value $1,571,406.

    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 60,838 shares
    Change vs previous 13F +19,511 shares

    0.99% of the 13F portfolio, value $3,277,343.

    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 41,327 shares
    Change vs previous 13F +3,062 shares

    0.76% of the 13F portfolio, value $2,164,295.

    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 38,265 shares
    Change vs previous 13F +2,978 shares

    0.8% of the 13F portfolio, value $1,905,980.

    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 35,287 shares
    Change vs previous 13F +10,405 shares

    0.72% of the 13F portfolio, value $1,705,421.

    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 24,882 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,127,652.

    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).