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Fairway Wealth LLC: VNQ position timeline

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

Fairway Wealth LLC held 83,601 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,601 shares
    Change vs previous 13F -1,944 shares

    1.84% of the 13F portfolio, value $8,061,688.

    13F-HR 0002019393-26-000003 filed by Fairway 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 85,545 shares
    Change vs previous 13F -126,851 shares

    2% of the 13F portfolio, value $7,587,833.

    13F-HR 0002019393-26-000002 filed by Fairway 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 212,396 shares
    Change vs previous 13F -5,804 shares

    2.05% of the 13F portfolio, value $7,584,561.

    13F-HR 0002019393-26-000001 filed by Fairway 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 218,200 shares
    Change vs previous 13F +10,978 shares

    2.24% of the 13F portfolio, value $7,978,408.

    13F-HR 0002019393-25-000007 filed by Fairway 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 207,222 shares
    Change vs previous 13F +125,855 shares

    2.36% of the 13F portfolio, value $7,386,291.

    13F-HR 0002019393-25-000003 filed by Fairway 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 81,367 shares
    Change vs previous 13F +1,521 shares

    2.72% of the 13F portfolio, value $7,367,002.

    13F-HR 0002019393-25-000002 filed by Fairway 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 79,846 shares
    Change vs previous 13F +3,887 shares

    3.2% of the 13F portfolio, value $7,112,695.

    13F-HR 0002019393-25-000001 filed by Fairway 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 75,959 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $7,399,910.

    13F-HR 0002019393-24-000005 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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