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Disclosery

Abound Wealth Management: VNQ position timeline

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

Abound Wealth Management held 40,502 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,502 shares
    Change vs previous 13F -317 shares

    0.78% of the 13F portfolio, value $3,905,575.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 40,819 shares
    Change vs previous 13F +1,101 shares

    0.82% of the 13F portfolio, value $3,620,642.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 39,718 shares
    Change vs previous 13F -880 shares

    0.82% of the 13F portfolio, value $3,514,615.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 40,598 shares
    Change vs previous 13F -104 shares

    0.93% of the 13F portfolio, value $3,711,460.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 40,702 shares
    Change vs previous 13F -3,794 shares

    1.02% of the 13F portfolio, value $3,624,921.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 44,496 shares
    Change vs previous 13F +1,022 shares

    1.34% of the 13F portfolio, value $4,028,624.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 43,474 shares
    Change vs previous 13F +1,720 shares

    1.24% of the 13F portfolio, value $3,872,658.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 41,754 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,073,530.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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