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Disclosery

Carter Financial, LLC: VNQ position timeline

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

Carter Financial, LLC held 28,749 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,749 shares
    Change vs previous 13F -2,448 shares

    2.08% of the 13F portfolio, value $2,772,264.

    13F-HR 0001172661-26-003410 filed by Carter Financial, LLC
    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 31,197 shares
    Change vs previous 13F -3,764 shares

    2.41% of the 13F portfolio, value $2,767,156.

    13F-HR 0001172661-26-001814 filed by Carter Financial, LLC
    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 34,961 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $3,093,661.

    13F-HR 0001172661-26-001353 filed by Carter Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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