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Disclosery

Allworth Financial LP: VNQ position timeline

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

Allworth Financial LP held 58,476 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,476 shares
    Change vs previous 13F -6,632 shares

    0.02% of the 13F portfolio, value $5,638,840.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 65,108 shares
    Change vs previous 13F -28,394 shares

    0.02% of the 13F portfolio, value $5,775,115.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 93,502 shares
    Change vs previous 13F +16,444 shares

    0.03% of the 13F portfolio, value $8,273,986.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 77,058 shares
    Change vs previous 13F -48 shares

    0.03% of the 13F portfolio, value $7,044,635.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 77,106 shares
    Change vs previous 13F +49,516 shares

    0.03% of the 13F portfolio, value $6,867,095.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 27,590 shares
    Change vs previous 13F -779 shares

    0.01% of the 13F portfolio, value $2,404,781.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 28,369 shares
    Change vs previous 13F +2,525 shares

    0.01% of the 13F portfolio, value $2,545,872.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 25,844 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,517,703.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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