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Axos Invest Inc.: VNQ position timeline

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

Axos Invest Inc. held 28,357 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,357 shares
    Change vs previous 13F -830 shares

    2% of the 13F portfolio, value $2,734,438.

    13F-HR 0002042928-26-000003 filed by Axos Invest 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 29,187 shares
    Change vs previous 13F +813 shares

    1.96% of the 13F portfolio, value $2,588,812.

    13F-HR 0002042928-26-000002 filed by Axos Invest 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 28,374 shares
    Change vs previous 13F +1,949 shares

    1.85% of the 13F portfolio, value $2,510,787.

    13F-HR 0002042928-26-000001 filed by Axos Invest 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 26,425 shares
    Change vs previous 13F +325 shares

    1.81% of the 13F portfolio, value $2,415,805.

    13F-HR 0002042928-25-000008 filed by Axos Invest 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 26,100 shares
    Change vs previous 13F -806 shares

    1.75% of the 13F portfolio, value $2,324,424.

    13F-HR 0002042928-25-000004 filed by Axos Invest 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 26,906 shares
    Change vs previous 13F -1,634 shares

    1.89% of the 13F portfolio, value $2,436,107.

    13F-HR 0002042928-25-000003 filed by Axos Invest 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 28,540 shares
    Change vs previous 13F +687 shares

    1.85% of the 13F portfolio, value $2,542,303.

    13F-HR 0002042928-25-000001 filed by Axos Invest 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 27,853 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,713,447.

    13F-HR 0002042928-24-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

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