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First Citizens Asset Management, Inc.: VCRB position timeline

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

First Citizens Asset Management, Inc. held 464,660 VCRB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 464,660 shares
    Change vs previous 13F +9,396 shares

    11.47% of the 13F portfolio, value $35,886,915.

    13F-HR 0001964116-26-000017 filed by First Citizens Asset 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 455,264 shares
    Change vs previous 13F +2,704 shares

    12.49% of the 13F portfolio, value $35,228,344.

    13F-HR 0001964116-26-000002 filed by First Citizens Asset 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 452,560 shares
    Change vs previous 13F +7,471 shares

    12.33% of the 13F portfolio, value $35,252,161.

    13F-HR 0001964116-26-000001 filed by First Citizens Asset 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/A 445,089 shares
    Change vs previous 13F not available

    12.38% of the 13F portfolio, value $34,899,464.

    13F-HR/A 0001964116-26-000014 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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