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Disclosery

Carlson Capital Management: VUG position timeline

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

Carlson Capital Management held 1,297 VUG 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 1,297 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $532,485.

    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 1,297 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $498,092.

    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 1,297 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $485,223.

    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 1,297 shares
    Change vs previous 13F -1,129 shares

    0.02% of the 13F portfolio, value $446,548.

    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 2,426 shares
    Change vs previous 13F +868 shares

    0.04% of the 13F portfolio, value $754,319.

    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 1,558 shares
    Change vs previous 13F -123 shares

    0.03% of the 13F portfolio, value $424,368.

    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 1,681 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $475,621.

    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).