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DOPKINS WEALTH MANAGEMENT, LLC: VNQI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOPKINS WEALTH MANAGEMENT, LLC on VNQI, newest first. How the timeline and the estimate are built.

DOPKINS WEALTH MANAGEMENT, LLC held 37,734 VNQI 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 37,734 shares
    Change vs previous 13F +2,457 shares

    0.61% of the 13F portfolio, value $1,692,380.

    13F-HR 0001904152-26-000003 filed by DOPKINS WEALTH MANAGEMENT, 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 35,277 shares
    Change vs previous 13F -2,346 shares

    0.63% of the 13F portfolio, value $1,568,073.

    13F-HR 0001904152-26-000002 filed by DOPKINS 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 ended2025-12-31
    13F 37,623 shares
    Change vs previous 13F +3,030 shares

    0.7% of the 13F portfolio, value $1,724,649.

    13F-HR 0001904152-26-000001 filed by DOPKINS 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 ended2025-09-30
    13F 34,593 shares
    Change vs previous 13F -839 shares

    0.7% of the 13F portfolio, value $1,651,481.

    13F-HR 0001904152-25-000006 filed by DOPKINS WEALTH MANAGEMENT, 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 35,432 shares
    Change vs previous 13F -708 shares

    0.73% of the 13F portfolio, value $1,635,197.

    13F-HR 0001904152-25-000004 filed by DOPKINS WEALTH MANAGEMENT, 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 36,140 shares
    Change vs previous 13F +8,802 shares

    0.74% of the 13F portfolio, value $1,462,234.

    13F-HR 0001904152-25-000002 filed by DOPKINS WEALTH MANAGEMENT, 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 27,338 shares
    Change vs previous 13F +20,467 shares

    0.55% of the 13F portfolio, value $1,081,500.

    13F-HR 0001904152-25-000001 filed by DOPKINS WEALTH MANAGEMENT, 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 6,871 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $322,299.

    13F-HR 0001904152-24-000005 filed by DOPKINS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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