Carroll Advisory Group, LLC: VT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carroll Advisory Group, LLC on VT, newest first. How the timeline and the estimate are built.
Carroll Advisory Group, LLC held 12,095 VT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 12,095 sharesChange vs previous 13F -15,512 shares
0.62% of the 13F portfolio, value $1,898,262.
13F-HR 0002108684-26-000004 filed by Carroll Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,607 sharesChange vs previous 13F not available
1.48% of the 13F portfolio, value $3,818,647.
13F-HR 0002108684-26-000002 filed by Carroll Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).