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Carl P. Sherr & Co., LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carl P. Sherr & Co., LLC on VUG, newest first. How the timeline and the estimate are built.

Carl P. Sherr & Co., LLC held 41,223 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,223 shares
    Change vs previous 13F +35,152 shares

    1.49% of the 13F portfolio, value $3,550,913.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 6,071 shares
    Change vs previous 13F +5 shares

    1.25% of the 13F portfolio, value $2,651,905.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 6,066 shares
    Change vs previous 13F -188 shares

    1.3% of the 13F portfolio, value $2,921,210.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 6,254 shares
    Change vs previous 13F +231 shares

    1.42% of the 13F portfolio, value $2,999,535.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., 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 6,023 shares
    Change vs previous 13F -55 shares

    1.33% of the 13F portfolio, value $2,640,495.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., 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 6,078 shares
    Change vs previous 13F +321 shares

    1.23% of the 13F portfolio, value $2,253,854.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., 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 5,757 shares
    Change vs previous 13F -126 shares

    1.24% of the 13F portfolio, value $2,362,874.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., 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 5,883 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,258,597.

    13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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