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Aletheian Wealth Advisors LLC: VNQ position timeline

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

Aletheian Wealth Advisors LLC held 76,372 VNQ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 76,372 shares
    Change vs previous 13F +4,268 shares

    2.75% of the 13F portfolio, value $6,845,241.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,104 shares
    Change vs previous 13F +7,341 shares

    2.97% of the 13F portfolio, value $6,953,030.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth 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 ended2026-03-31
    13F 64,763 shares
    Change vs previous 13F -2,044 shares

    2.8% of the 13F portfolio, value $5,744,461.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth 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 66,807 shares
    Change vs previous 13F +2,558 shares

    2.84% of the 13F portfolio, value $6,107,507.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth 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 64,249 shares
    Change vs previous 13F +4,863 shares

    2.81% of the 13F portfolio, value $5,722,061.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth 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 59,386 shares
    Change vs previous 13F +3,503 shares

    3.02% of the 13F portfolio, value $5,376,818.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth 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 55,883 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $4,978,063.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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