Skip to content
Disclosery

Broadview Financial Management, LLC: VNQ position timeline

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

Broadview Financial Management, LLC held 29,528 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,528 shares
    Change vs previous 13F +72 shares

    1.74% of the 13F portfolio, value $2,847,374.

    13F-HR 0001697024-26-000003 filed by Broadview Financial Management, 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 29,456 shares
    Change vs previous 13F +93 shares

    1.78% of the 13F portfolio, value $2,612,746.

    13F-HR 0001697024-26-000002 filed by Broadview Financial Management, 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 29,363 shares
    Change vs previous 13F +623 shares

    1.74% of the 13F portfolio, value $2,598,370.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, 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 28,740 shares
    Change vs previous 13F -1,517 shares

    1.77% of the 13F portfolio, value $2,627,419.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, 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 30,257 shares
    Change vs previous 13F +154 shares

    1.83% of the 13F portfolio, value $2,694,666.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, 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 30,103 shares
    Change vs previous 13F +397 shares

    2.03% of the 13F portfolio, value $2,725,568.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, 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 29,706 shares
    Change vs previous 13F -70 shares

    1.89% of the 13F portfolio, value $2,646,203.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, LLC
    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 29,776 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $2,900,731.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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