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Archvest Wealth Advisors, Inc.: VNQ position timeline

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

Archvest Wealth Advisors, Inc. held 121,526 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,526 shares
    Change vs previous 13F +10,786 shares

    6.78% of the 13F portfolio, value $11,718,716.

    13F-HR 0001910174-26-000004 filed by Archvest Wealth Advisors, Inc.
    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 110,740 shares
    Change vs previous 13F +6,789 shares

    6.34% of the 13F portfolio, value $9,822,678.

    13F-HR 0001910174-26-000003 filed by Archvest Wealth Advisors, Inc.
    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/A 103,951 shares
    Change vs previous 13F +3,201 shares

    5.87% of the 13F portfolio, value $9,198,607.

    13F-HR/A 0001910174-26-000002 filed by Archvest Wealth Advisors, Inc.
    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 100,750 shares
    Change vs previous 13F +6,291 shares

    8.21% of the 13F portfolio, value $9,210,553.

    13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, Inc.
    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 94,459 shares
    Change vs previous 13F +5,443 shares

    7.33% of the 13F portfolio, value $8,412,558.

    13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, Inc.
    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 89,016 shares
    Change vs previous 13F +5,465 shares

    6.67% of the 13F portfolio, value $8,059,548.

    13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, Inc.
    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 83,551 shares
    Change vs previous 13F +10,747 shares

    5.4% of the 13F portfolio, value $7,442,732.

    13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, Inc.
    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 72,804 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $7,092,536.

    13F-HR 0001910174-24-000008 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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