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Disclosery

Townsend & Associates, Inc: VTR position timeline

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

Townsend & Associates, Inc held 26,696 VTR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,696 shares
    Change vs previous 13F -483 shares

    0.22% of the 13F portfolio, value $2,569,533.

    13F-HR 0001729359-26-000004 filed by Townsend & Associates, 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 27,179 shares
    Change vs previous 13F -239 shares

    0.19% of the 13F portfolio, value $2,177,043.

    13F-HR 0001729359-26-000003 filed by Townsend & Associates, 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 27,418 shares
    Change vs previous 13F -1,123 shares

    0.19% of the 13F portfolio, value $2,108,998.

    13F-HR 0001729359-26-000002 filed by Townsend & Associates, 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 28,541 shares
    Change vs previous 13F +30 shares

    0.19% of the 13F portfolio, value $2,015,533.

    13F-HR 0001729359-25-000007 filed by Townsend & Associates, Inc
    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 28,511 shares
    Change vs previous 13F -4,016 shares

    0.19% of the 13F portfolio, value $1,894,811.

    13F-HR 0001729359-25-000004 filed by Townsend & Associates, Inc
    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 32,527 shares
    Change vs previous 13F -12,673 shares

    0.23% of the 13F portfolio, value $2,173,160.

    13F-HR 0001729359-25-000003 filed by Townsend & Associates, Inc
    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 45,200 shares
    Change vs previous 13F -635 shares

    0.28% of the 13F portfolio, value $2,725,103.

    13F-HR 0001729359-25-000001 filed by Townsend & Associates, Inc
    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 45,835 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,018,722.

    13F-HR 0001729359-24-000004 filed by Townsend & Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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