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DEFINE FINANCIAL, LLC: VNQ position timeline

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

DEFINE FINANCIAL, LLC held 228,368 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,368 shares
    Change vs previous 13F +11,108 shares

    10.11% of the 13F portfolio, value $22,021,535.

    13F-HR 0001754960-26-000479 filed by DEFINE 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 217,260 shares
    Change vs previous 13F +12,762 shares

    10.46% of the 13F portfolio, value $19,270,931.

    13F-HR 0001754960-26-000258 filed by DEFINE 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 204,498 shares
    Change vs previous 13F +15,892 shares

    10.26% of the 13F portfolio, value $18,095,989.

    13F-HR 0001754960-26-000035 filed by DEFINE 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 188,606 shares
    Change vs previous 13F +4,700 shares

    10.35% of the 13F portfolio, value $17,242,322.

    13F-HR 0001754960-25-000674 filed by DEFINE 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 183,906 shares
    Change vs previous 13F +5,865 shares

    10.79% of the 13F portfolio, value $16,378,630.

    13F-HR 0001754960-25-000382 filed by DEFINE 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 178,041 shares
    Change vs previous 13F +5,078 shares

    11.34% of the 13F portfolio, value $14,889,609.

    13F-HR 0001754960-25-000197 filed by DEFINE 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 172,963 shares
    Change vs previous 13F not available

    11.63% of the 13F portfolio, value $15,407,520.

    13F-HR 0001754960-25-000021 filed by DEFINE FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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