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Disclosery

Carson Advisory Inc.: VTRS position timeline

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

Carson Advisory Inc. held 27,700 VTRS 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 27,700 shares
    Change vs previous 13F -400 shares

    0.2% of the 13F portfolio, value $439,876.

    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 28,100 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $379,631.

    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 28,100 shares
    Change vs previous 13F -8,500 shares

    0.18% of the 13F portfolio, value $349,845.

    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 36,600 shares
    Change vs previous 13F -6,450 shares

    0.2% of the 13F portfolio, value $362,340.

    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 43,050 shares
    Change vs previous 13F -9,600 shares

    0.24% of the 13F portfolio, value $384,437.

    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 52,650 shares
    Change vs previous 13F -950 shares

    0.31% of the 13F portfolio, value $458,582.

    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 53,600 shares
    Change vs previous 13F -1,150 shares

    0.46% of the 13F portfolio, value $667,320.

    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 54,750 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $635,648.

    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).