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Evanson Asset Management, LLC: VNQ position timeline

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

Evanson Asset Management, LLC held 48,378 VNQ shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 48,378 shares
    Change vs previous 13F -202 shares

    0.23% of the 13F portfolio, value $4,291,110.

    13F-HR 0001626379-26-000002 filed by Evanson Asset 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 ended2025-12-31
    13F 48,580 shares
    Change vs previous 13F -578 shares

    0.23% of the 13F portfolio, value $4,298,845.

    13F-HR 0001626379-26-000001 filed by Evanson Asset 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 ended2025-09-30
    13F 49,158 shares
    Change vs previous 13F -1,500 shares

    0.25% of the 13F portfolio, value $4,494,039.

    13F-HR 0001085146-25-005927 filed by Evanson Asset 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 ended2025-06-30
    13F 50,658 shares
    Change vs previous 13F +470 shares

    0.28% of the 13F portfolio, value $4,511,644.

    13F-HR 0001085146-25-003862 filed by Evanson Asset 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 ended2025-03-31
    13F 50,188 shares
    Change vs previous 13F +44 shares

    0.32% of the 13F portfolio, value $4,544,029.

    13F-HR 0001085146-25-002223 filed by Evanson Asset 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 ended2024-12-31
    13F 50,144 shares
    Change vs previous 13F -906 shares

    0.31% of the 13F portfolio, value $4,466,822.

    13F-HR 0001085146-25-000238 filed by Evanson Asset 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 ended2024-09-30
    13F 51,050 shares
    Change vs previous 13F +2,492 shares

    0.35% of the 13F portfolio, value $4,973,324.

    13F-HR 0001085146-24-004669 filed by Evanson Asset 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 ended2024-06-30
    13F 48,558 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,067,201.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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