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AA Financial Advisors, LLC: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on VNQ, newest first. How the timeline and the estimate are built.

AA Financial Advisors, LLC held 175,093 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,093 shares
    Change vs previous 13F +38,016 shares

    2.03% of the 13F portfolio, value $16,884,191.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 137,077 shares
    Change vs previous 13F +57,791 shares

    1.71% of the 13F portfolio, value $12,158,761.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, 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 79,286 shares
    Change vs previous 13F +23,684 shares

    1.3% of the 13F portfolio, value $7,016,003.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, 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 55,602 shares
    Change vs previous 13F +331 shares

    1% of the 13F portfolio, value $5,083,093.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, 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 55,271 shares
    Change vs previous 13F +10,017 shares

    1.06% of the 13F portfolio, value $4,922,430.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, 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 45,254 shares
    Change vs previous 13F +6,014 shares

    1% of the 13F portfolio, value $4,097,288.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, 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 39,240 shares
    Change vs previous 13F +2,865 shares

    0.93% of the 13F portfolio, value $3,495,515.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, 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 36,375 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,543,622.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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