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Disclosery

Carter Financial Group, INC.: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carter Financial Group, INC. on VMBS, newest first. How the timeline and the estimate are built.

Carter Financial Group, INC. held 4,893 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,893 shares
    Change vs previous 13F +155 shares

    0.12% of the 13F portfolio, value $229,029.

    13F-HR 0001104659-26-088534 filed by Carter Financial Group, 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 4,738 shares
    Change vs previous 13F -234 shares

    0.14% of the 13F portfolio, value $222,446.

    13F-HR 0001104659-26-049334 filed by Carter Financial Group, 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 4,972 shares
    Change vs previous 13F -212 shares

    0.14% of the 13F portfolio, value $234,083.

    13F-HR 0001104659-26-014882 filed by Carter Financial Group, 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 5,184 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $243,440.

    13F-HR 0001104659-25-112072 filed by Carter Financial Group, INC.
    Filed (acceptance time not in the bulk data set), ingested

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