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Disclosery

Carson Advisory Inc.: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carson Advisory Inc. on VNQ, newest first. How the timeline and the estimate are built.

Carson Advisory Inc. held 7,871 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,871 shares
    Change vs previous 13F +234 shares

    0.35% of the 13F portfolio, value $759,001.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    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 7,637 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $677,402.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    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 7,637 shares
    Change vs previous 13F -166 shares

    0.35% of the 13F portfolio, value $675,798.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    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 7,803 shares
    Change vs previous 13F +48 shares

    0.38% of the 13F portfolio, value $713,350.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    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 7,755 shares
    Change vs previous 13F -102 shares

    0.44% of the 13F portfolio, value $690,660.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    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 7,857 shares
    Change vs previous 13F -350 shares

    0.48% of the 13F portfolio, value $711,373.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    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 8,207 shares
    Change vs previous 13F -100 shares

    0.51% of the 13F portfolio, value $731,080.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    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 8,307 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $809,268.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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