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Atlas Legacy Advisors, LLC: VNQ position timeline

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

Atlas Legacy Advisors, LLC held 31,306 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,306 shares
    Change vs previous 13F +5 shares

    0.45% of the 13F portfolio, value $3,018,838.

    13F-HR 0002054111-26-000004 filed by Atlas Legacy Advisors, LLC
    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 31,301 shares
    Change vs previous 13F +2 shares

    0.51% of the 13F portfolio, value $2,776,399.

    13F-HR 0002054111-26-000003 filed by Atlas Legacy 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 ended2025-12-31
    13F 31,299 shares
    Change vs previous 13F +4,954 shares

    0.49% of the 13F portfolio, value $2,769,649.

    13F-HR 0002054111-26-000001 filed by Atlas Legacy 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 26,345 shares
    Change vs previous 13F -3,568 shares

    0.47% of the 13F portfolio, value $2,408,460.

    13F-HR 0002054111-25-000006 filed by Atlas Legacy 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 29,913 shares
    Change vs previous 13F -619 shares

    0.59% of the 13F portfolio, value $2,664,052.

    13F-HR 0002054111-25-000005 filed by Atlas Legacy 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 30,532 shares
    Change vs previous 13F -16,366 shares

    0.7% of the 13F portfolio, value $2,764,367.

    13F-HR 0002054111-25-000003 filed by Atlas Legacy 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 46,898 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $4,177,674.

    13F-HR 0002054111-25-000002 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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