BCR Wealth Strategies, LLC: VNQ position timeline

BCR Wealth Strategies, LLC held 155,236 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 155,236 shares

   Change vs previous 13F +8,433 shares

   4.21% of the 13F portfolio, value $14,969,000.

   13F-HR 0001908380-26-000003 filed by BCR Wealth Strategies, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 146,803 shares

   Change vs previous 13F +7,597 shares

   4.08% of the 13F portfolio, value $13,021,000.

   13F-HR 0001908380-26-000002 filed by BCR Wealth Strategies, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 139,206 shares

   Change vs previous 13F +7,860 shares

   4.08% of the 13F portfolio, value $12,318,000.

   13F-HR 0001908380-26-000001 filed by BCR Wealth Strategies, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 131,346 shares

   Change vs previous 13F +7,342 shares

   4.22% of the 13F portfolio, value $12,007,000.

   13F-HR 0001908380-25-000011 filed by BCR Wealth Strategies, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 124,004 shares

   Change vs previous 13F +7,704 shares

   4.27% of the 13F portfolio, value $11,043,000.

   13F-HR 0001907157-25-000023 filed by BCR Wealth Strategies, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 116,300 shares

   Change vs previous 13F +1,708 shares

   4.62% of the 13F portfolio, value $10,529,000.

   13F-HR 0001842974-25-000003 filed by BCR Wealth Strategies, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 114,592 shares

   Change vs previous 13F +5,242 shares

   4.77% of the 13F portfolio, value $10,207,000.

   13F-HR 0001907157-25-000006 filed by BCR Wealth Strategies, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 109,350 shares

   Change vs previous 13F not available

   5.03% of the 13F portfolio, value $10,652,000.

   13F-HR 0001792704-24-000014 filed by BCR Wealth Strategies, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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