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Disclosery

Carlson Capital Management: VGSH position timeline

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

Carlson Capital Management held 292,047 VGSH 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 292,047 shares
    Change vs previous 13F -4,820 shares

    0.74% of the 13F portfolio, value $16,991,292.

    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 296,867 shares
    Change vs previous 13F -3,977 shares

    0.74% of the 13F portfolio, value $17,521,119.

    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 300,844 shares
    Change vs previous 13F +6,747 shares

    0.82% of the 13F portfolio, value $17,445,944.

    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 294,097 shares
    Change vs previous 13F +3,160 shares

    0.81% of the 13F portfolio, value $17,078,208.

    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 290,937 shares
    Change vs previous 13F +77,088 shares

    0.87% of the 13F portfolio, value $16,970,331.

    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 213,849 shares
    Change vs previous 13F +90,683 shares

    0.73% of the 13F portfolio, value $12,317,683.

    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 123,166 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,110,375.

    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).