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Carrera Capital Advisors: VLUE position timeline

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

Carrera Capital Advisors held 4,686 VLUE 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 4,686 shares
    Change vs previous 13F -133 shares

    0.14% of the 13F portfolio, value $936,377.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 4,819 shares
    Change vs previous 13F -84 shares

    0.11% of the 13F portfolio, value $685,203.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 4,903 shares
    Change vs previous 13F +133 shares

    0.11% of the 13F portfolio, value $670,339.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 4,770 shares
    Change vs previous 13F -42 shares

    0.11% of the 13F portfolio, value $596,525.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    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 4,812 shares
    Change vs previous 13F -1,205 shares

    0.11% of the 13F portfolio, value $544,784.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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 6,017 shares
    Change vs previous 13F -1,017 shares

    0.14% of the 13F portfolio, value $641,694.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    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 7,034 shares
    Change vs previous 13F -2,740 shares

    0.17% of the 13F portfolio, value $742,903.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    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 9,774 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,065,786.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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