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Carlson Capital Management: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlson Capital Management on VBR, newest first. How the timeline and the estimate are built.

Carlson Capital Management held 5,331 VBR shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,331 shares
    Change vs previous 13F +66 shares

    0.05% of the 13F portfolio, value $1,056,429.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5,265 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $1,057,038.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 5,269 shares
    Change vs previous 13F -368 shares

    0.05% of the 13F portfolio, value $961,635.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 5,637 shares
    Change vs previous 13F -88,312 shares

    0.05% of the 13F portfolio, value $1,081,572.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 93,949 shares
    Change vs previous 13F -19,108 shares

    0.87% of the 13F portfolio, value $16,908,022.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 113,057 shares
    Change vs previous 13F -611 shares

    1.07% of the 13F portfolio, value $18,031,453.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 113,668 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $18,800,682.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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