Skip to content
Disclosery

Monument Capital Management: VTR position timeline

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

Monument Capital Management held 2,685 VTR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,685 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $228,279.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,684 shares
    Change vs previous 13F -2,731 shares

    0.05% of the 13F portfolio, value $238,339.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,415 shares
    Change vs previous 13F -191 shares

    0.11% of the 13F portfolio, value $442,839.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,606 shares
    Change vs previous 13F -893 shares

    0.11% of the 13F portfolio, value $433,792.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,499 shares
    Change vs previous 13F +854 shares

    0.11% of the 13F portfolio, value $454,865.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,645 shares
    Change vs previous 13F -467 shares

    0.09% of the 13F portfolio, value $356,482.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,112 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $420,261.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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