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DecisionPoint Financial, LLC: VNQ position timeline

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

DecisionPoint Financial, LLC held 293,151 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 293,151 shares
    Change vs previous 13F +23,436 shares

    5.26% of the 13F portfolio, value $28,382,937.

    13F-HR 0001938514-26-000003 filed by DecisionPoint Financial, 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 269,715 shares
    Change vs previous 13F +9,424 shares

    5.16% of the 13F portfolio, value $23,923,681.

    13F-HR 0001938514-26-000002 filed by DecisionPoint Financial, 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 260,291 shares
    Change vs previous 13F +25,743 shares

    5.07% of the 13F portfolio, value $23,033,107.

    13F-HR 0001938514-26-000001 filed by DecisionPoint Financial, 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 234,548 shares
    Change vs previous 13F +26,354 shares

    5.01% of the 13F portfolio, value $21,475,279.

    13F-HR 0001938514-25-000007 filed by DecisionPoint Financial, 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 208,194 shares
    Change vs previous 13F +7,767 shares

    4.77% of the 13F portfolio, value $18,677,063.

    13F-HR 0001938514-25-000006 filed by DecisionPoint Financial, 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 200,427 shares
    Change vs previous 13F +11,992 shares

    5.26% of the 13F portfolio, value $18,146,627.

    13F-HR 0001938514-25-000003 filed by DecisionPoint Financial, 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 188,435 shares
    Change vs previous 13F +7,994 shares

    5.13% of the 13F portfolio, value $16,785,778.

    13F-HR 0001938514-25-000001 filed by DecisionPoint Financial, 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 180,441 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $17,578,605.

    13F-HR 0001938514-24-000006 filed by DecisionPoint Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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