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Adero Partners, LLC: VNQ position timeline

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

Adero Partners, LLC held 21,019 VNQ shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 21,019 shares
    Change vs previous 13F -1,222 shares

    0.12% of the 13F portfolio, value $1,903,054.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 22,241 shares
    Change vs previous 13F -962 shares

    0.13% of the 13F portfolio, value $1,981,219.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 23,203 shares
    Change vs previous 13F -1,578 shares

    0.15% of the 13F portfolio, value $2,260,426.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 24,781 shares
    Change vs previous 13F -3,723 shares

    0.15% of the 13F portfolio, value $2,075,638.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 28,504 shares
    Change vs previous 13F -4,419 shares

    0.19% of the 13F portfolio, value $2,465,017.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 32,923 shares
    Change vs previous 13F +121 shares

    0.25% of the 13F portfolio, value $2,909,052.

    13F-HR 0001765380-24-000070 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 32,802 shares
    Change vs previous 13F -154 shares

    0.24% of the 13F portfolio, value $2,481,817.

    13F-HR 0001765380-23-000249 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 32,956 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,753,799.

    13F-HR 0001765380-23-000127 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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