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Carlson Capital Management: VTV position timeline

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

Carlson Capital Management held 7,333 VTV 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 7,333 shares
    Change vs previous 13F -139 shares

    0.05% of the 13F portfolio, value $1,241,552.

    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 7,472 shares
    Change vs previous 13F -287 shares

    0.06% of the 13F portfolio, value $1,304,464.

    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 7,759 shares
    Change vs previous 13F -65 shares

    0.06% of the 13F portfolio, value $1,244,630.

    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 7,824 shares
    Change vs previous 13F -133,216 shares

    0.06% of the 13F portfolio, value $1,274,239.

    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 141,040 shares
    Change vs previous 13F +4,141 shares

    1.08% of the 13F portfolio, value $21,085,480.

    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 136,899 shares
    Change vs previous 13F -1,221 shares

    1.12% of the 13F portfolio, value $18,882,490.

    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 138,120 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $19,626,808.

    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).