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Axiom Advisory, LLC: VNQ position timeline

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

Axiom Advisory, LLC held 2,947,591 VNQ shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 2,947,591 shares
    Change vs previous 13F +343,033 shares

    2.54% of the 13F portfolio, value $271,445,738.

    13F-HR 0001085146-24-004671 filed by Axiom Advisory, 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 2,604,558 shares
    Change vs previous 13F +2,564,614 shares

    2.34% of the 13F portfolio, value $215,136,844.

    13F-HR 0001085146-24-003745 filed by Axiom Advisory, 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 39,944 shares
    Change vs previous 13F +1,768 shares

    2.54% of the 13F portfolio, value $3,454,375.

    13F-HR 0001085146-24-001794 filed by Axiom Advisory, 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 38,176 shares
    Change vs previous 13F +2,346 shares

    2.71% of the 13F portfolio, value $3,373,199.

    13F-HR 0001085146-24-000547 filed by Axiom Advisory, 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 35,830 shares
    Change vs previous 13F +1,790 shares

    2.44% of the 13F portfolio, value $2,710,923.

    13F-HR 0001085146-23-004414 filed by Axiom Advisory, 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 34,040 shares
    Change vs previous 13F +832 shares

    2.52% of the 13F portfolio, value $2,844,382.

    13F-HR 0001085146-23-003172 filed by Axiom Advisory, 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 33,208 shares
    Change vs previous 13F +1,138 shares

    2.62% of the 13F portfolio, value $2,735,665.

    13F-HR 0001085146-23-001825 filed by Axiom Advisory, 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 32,070 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $2,644,724.

    13F-HR 0001085146-23-000751 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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