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Annapolis Financial Services, LLC: VNQ position timeline

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

Annapolis Financial Services, LLC held 1,280 VNQ shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,280 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $124,666.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 1,279 shares
    Change vs previous 13F -180 shares

    0.03% of the 13F portfolio, value $107,132.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 1,459 shares
    Change vs previous 13F -16,046 shares

    0.04% of the 13F portfolio, value $126,177.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 17,505 shares
    Change vs previous 13F -1,511 shares

    0.39% of the 13F portfolio, value $1,546,723.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 19,016 shares
    Change vs previous 13F +1,435 shares

    0.42% of the 13F portfolio, value $1,438,769.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 17,581 shares
    Change vs previous 13F -3,116 shares

    0.42% of the 13F portfolio, value $1,469,095.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 20,697 shares
    Change vs previous 13F +158 shares

    0.52% of the 13F portfolio, value $1,718,642.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 20,539 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,694,035.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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