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Disclosery

DAVENPORT & Co LLC: VTR position timeline

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

DAVENPORT & Co LLC held 7,189 VTR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,189 shares
    Change vs previous 13F +1,207 shares

    <0.01% of the 13F portfolio, value $638,397.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 5,982 shares
    Change vs previous 13F +323 shares

    <0.01% of the 13F portfolio, value $489,190.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 5,659 shares
    Change vs previous 13F +448 shares

    <0.01% of the 13F portfolio, value $437,922.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    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 5,211 shares
    Change vs previous 13F +686 shares

    <0.01% of the 13F portfolio, value $364,742.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 4,525 shares
    Change vs previous 13F +511 shares

    <0.01% of the 13F portfolio, value $285,743.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 4,014 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $275,978.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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