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Disclosery

Old North State Wealth Management, LLC: VTR position timeline

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

Old North State Wealth Management, LLC held 42,875 VTR 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 42,875 shares
    Change vs previous 13F -509 shares

    1.63% of the 13F portfolio, value $3,810,461.

    13F-HR 0002041262-26-000003 filed by Old North State Wealth Management, 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 43,384 shares
    Change vs previous 13F +43,384 shares

    1.64% of the 13F portfolio, value $3,549,273.

    13F-HR 0002041262-26-000002 filed by Old North State Wealth Management, 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 -19,555 shares

    13F-HR 0002041262-26-000001 filed by Old North State Wealth Management, 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 19,555 shares
    Change vs previous 13F -2,282 shares

    0.64% of the 13F portfolio, value $1,370,010.

    13F-HR 0002041262-25-000003 filed by Old North State Wealth Management, 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 21,837 shares
    Change vs previous 13F -17,590 shares

    0.72% of the 13F portfolio, value $1,380,109.

    13F-HR 0001085146-25-003879 filed by Old North State Wealth Management, 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 39,427 shares
    Change vs previous 13F +484 shares

    1.51% of the 13F portfolio, value $2,712,233.

    13F-HR 0001085146-25-002310 filed by Old North State Wealth Management, 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 38,943 shares
    Change vs previous 13F -66,934 shares

    1.29% of the 13F portfolio, value $2,294,505.

    13F-HR 0001085146-25-000495 filed by Old North State Wealth Management, 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 105,877 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $6,794,827.

    13F-HR 0001085146-24-005204 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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