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Dodds Wealth, LLC: VNQ position timeline

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

Dodds Wealth, LLC held 51,489 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,489 shares
    Change vs previous 13F +859 shares

    1.12% of the 13F portfolio, value $4,965,114.

    13F-HR 0001973728-26-000004 filed by Dodds Wealth, 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 50,630 shares
    Change vs previous 13F +1,891 shares

    1.1% of the 13F portfolio, value $4,490,853.

    13F-HR 0001973728-26-000003 filed by Dodds Wealth, 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 48,739 shares
    Change vs previous 13F -2,118 shares

    1.06% of the 13F portfolio, value $4,312,894.

    13F-HR 0001973728-26-000002 filed by Dodds Wealth, 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 50,857 shares
    Change vs previous 13F +2,753 shares

    1.15% of the 13F portfolio, value $4,649,320.

    13F-HR 0001973728-25-000007 filed by Dodds Wealth, 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 48,104 shares
    Change vs previous 13F -564 shares

    1.15% of the 13F portfolio, value $4,284,100.

    13F-HR 0001973728-25-000005 filed by Dodds Wealth, 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 48,668 shares
    Change vs previous 13F -14,641 shares

    1.44% of the 13F portfolio, value $4,406,444.

    13F-HR 0001973728-25-000003 filed by Dodds Wealth, 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 63,309 shares
    Change vs previous 13F -5,214 shares

    1.83% of the 13F portfolio, value $5,681,306.

    13F-HR 0001973728-25-000001 filed by Dodds Wealth, 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 68,523 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $6,421,954.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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