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Adaptive Financial Consulting, LLC: VNQ position timeline

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

Adaptive Financial Consulting, LLC held 129,548 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,548 shares
    Change vs previous 13F +3,072 shares

    4.38% of the 13F portfolio, value $12,492,279.

    13F-HR 0001804717-26-000003 filed by Adaptive Financial Consulting, 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 126,476 shares
    Change vs previous 13F +8,921 shares

    4.3% of the 13F portfolio, value $11,218,450.

    13F-HR 0001804717-26-000002 filed by Adaptive Financial Consulting, 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 117,555 shares
    Change vs previous 13F +5,514 shares

    4.05% of the 13F portfolio, value $10,402,429.

    13F-HR 0001804717-26-000001 filed by Adaptive Financial Consulting, 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 112,041 shares
    Change vs previous 13F +2,924 shares

    4.09% of the 13F portfolio, value $10,242,755.

    13F-HR 0001804717-25-000002 filed by Adaptive Financial Consulting, 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 109,117 shares
    Change vs previous 13F -930 shares

    4.06% of the 13F portfolio, value $9,717,982.

    13F-HR 0001085146-25-004766 filed by Adaptive Financial Consulting, 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 110,047 shares
    Change vs previous 13F -4,059 shares

    4.27% of the 13F portfolio, value $9,963,692.

    13F-HR 0001085146-25-002586 filed by Adaptive Financial Consulting, 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 114,106 shares
    Change vs previous 13F -713 shares

    4.22% of the 13F portfolio, value $10,164,595.

    13F-HR 0001085146-25-000717 filed by Adaptive Financial Consulting, 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 114,819 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $11,185,627.

    13F-HR 0001085146-24-005395 filed by Adaptive Financial Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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