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Cooke Wealth Management, LLC: VNQ position timeline

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

Cooke Wealth Management, LLC held 16,971 VNQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,971 shares
    Change vs previous 13F +167 shares

    1.27% of the 13F portfolio, value $1,521,118.

    13F-HR 0002093659-26-000005 filed by Cooke Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,804 shares
    Change vs previous 13F +48 shares

    1.33% of the 13F portfolio, value $1,620,418.

    13F-HR 0002093659-26-000003 filed by Cooke Wealth 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 ended2026-03-31
    13F 16,756 shares
    Change vs previous 13F +1,080 shares

    1.32% of the 13F portfolio, value $1,486,265.

    13F-HR 0002093659-26-000002 filed by Cooke Wealth 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 ended2025-12-31
    13F 15,676 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,424,486.

    13F-HR 0002093659-26-000001 filed by Cooke Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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