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Disclosery

Brown Financial Advisory: VNQ position timeline

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

Brown Financial Advisory held 0 VNQ shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,087 shares

    13F-HR 0001843853-26-000002 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,087 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $450,149.

    13F-HR 0001843853-26-000001 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,087 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $465,054.

    13F-HR 0001843853-25-000002 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,087 shares
    Change vs previous 13F -91 shares

    0.25% of the 13F portfolio, value $453,049.

    13F-HR 0001085146-25-004194 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,178 shares
    Change vs previous 13F -110 shares

    0.3% of the 13F portfolio, value $468,817.

    13F-HR 0001085146-25-002457 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,288 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $471,056.

    13F-HR 0001085146-25-000458 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,288 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $515,157.

    13F-HR 0001085146-24-005123 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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