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Disclosery

Whelan Financial: VCSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whelan Financial on VCSH, newest first. How the timeline and the estimate are built.

Whelan Financial held 224,808 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,808 shares
    Change vs previous 13F +1,867 shares

    4.84% of the 13F portfolio, value $17,766,553.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 222,941 shares
    Change vs previous 13F +4,403 shares

    5.49% of the 13F portfolio, value $17,672,535.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 218,538 shares
    Change vs previous 13F +4,921 shares

    5.44% of the 13F portfolio, value $17,423,995.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 213,617 shares
    Change vs previous 13F +5,203 shares

    5.41% of the 13F portfolio, value $17,074,386.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 208,414 shares
    Change vs previous 13F +724 shares

    5.99% of the 13F portfolio, value $16,568,919.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 207,690 shares
    Change vs previous 13F -598 shares

    6.38% of the 13F portfolio, value $16,395,052.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 208,288 shares
    Change vs previous 13F +3,245 shares

    6.39% of the 13F portfolio, value $16,248,514.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 205,043 shares
    Change vs previous 13F not available

    6.71% of the 13F portfolio, value $16,284,508.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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