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Disclosery

Carter Financial Group, INC.: VWOB position timeline

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

Carter Financial Group, INC. held 3,655 VWOB 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 3,655 shares
    Change vs previous 13F +14 shares

    0.13% of the 13F portfolio, value $245,762.

    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 3,641 shares
    Change vs previous 13F -75 shares

    0.15% of the 13F portfolio, value $239,177.

    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 3,716 shares
    Change vs previous 13F -12 shares

    0.15% of the 13F portfolio, value $250,570.

    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 3,728 shares
    Change vs previous 13F -1,180 shares

    0.15% of the 13F portfolio, value $249,403.

    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).

  5. period ended2025-06-30
    13F 4,908 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $320,738.

    13F-HR 0001104659-25-081781 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).