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Colorado Capital Management, Inc.: VGSR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colorado Capital Management, Inc. on VGSR, newest first. How the timeline and the estimate are built.

Colorado Capital Management, Inc. held 601,126 VGSR shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 601,126 shares
    Change vs previous 13F +10,251 shares

    2.34% of the 13F portfolio, value $6,844,000.

    13F-HR 0001664147-26-000003 filed by Colorado Capital Management, 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 590,875 shares
    Change vs previous 13F +31,666 shares

    2.28% of the 13F portfolio, value $6,104,000.

    13F-HR 0001664147-26-000002 filed by Colorado Capital Management, 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 559,209 shares
    Change vs previous 13F +538 shares

    2.18% of the 13F portfolio, value $5,816,000.

    13F-HR 0001664147-26-000001 filed by Colorado Capital Management, 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 558,671 shares
    Change vs previous 13F +5,994 shares

    2.3% of the 13F portfolio, value $5,950,000.

    13F-HR 0001664147-25-000009 filed by Colorado Capital Management, 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 552,677 shares
    Change vs previous 13F +20,912 shares

    2.48% of the 13F portfolio, value $5,778,000.

    13F-HR 0001664147-25-000004 filed by Colorado Capital Management, 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 531,765 shares
    Change vs previous 13F +32,529 shares

    2.51% of the 13F portfolio, value $5,392,000.

    13F-HR 0001664147-25-000003 filed by Colorado Capital Management, 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 499,236 shares
    Change vs previous 13F -16,925 shares

    2.45% of the 13F portfolio, value $5,052,000.

    13F-HR 0001664147-25-000001 filed by Colorado Capital Management, 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 516,161 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $5,734,000.

    13F-HR 0001664147-24-000006 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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