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Disclosery

Community Financial Services Group, LLC: VTR position timeline

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

Community Financial Services Group, LLC held 3,862 VTR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,862 shares
    Change vs previous 13F -250 shares

    0.05% of the 13F portfolio, value $346,229.

    13F-HR 0001537319-26-000003 filed by Community Financial Services Group, 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 4,112 shares
    Change vs previous 13F +4,112 shares

    0.06% of the 13F portfolio, value $337,226.

    13F-HR 0001537319-26-000002 filed by Community Financial Services Group, 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 0 shares
    Change vs previous 13F -3,127 shares

    13F-HR 0001537319-26-000001 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 3,127 shares
    Change vs previous 13F -199 shares

    0.04% of the 13F portfolio, value $218,858.

    13F-HR 0001537319-25-000005 filed by Community Financial Services Group, LLC
    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 3,326 shares
    Change vs previous 13F -1,562 shares

    0.04% of the 13F portfolio, value $210,039.

    13F-HR 0001537319-25-000004 filed by Community Financial Services Group, LLC
    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 4,888 shares
    Change vs previous 13F -2,645 shares

    0.07% of the 13F portfolio, value $336,100.

    13F-HR 0001537319-25-000002 filed by Community Financial Services Group, LLC
    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 7,533 shares
    Change vs previous 13F -6,020 shares

    0.09% of the 13F portfolio, value $443,622.

    13F-HR 0001537319-25-000001 filed by Community Financial Services Group, LLC
    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 13,553 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $869,157.

    13F-HR 0001537319-24-000006 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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