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FAMILY WEALTH PARTNERS, LLC: VNQ position timeline

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

FAMILY WEALTH PARTNERS, LLC held 44,311 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,311 shares
    Change vs previous 13F +1,691 shares

    1.31% of the 13F portfolio, value $4,272,876.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH PARTNERS, 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 42,620 shares
    Change vs previous 13F +4,351 shares

    1.29% of the 13F portfolio, value $3,778,967.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH PARTNERS, 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 38,269 shares
    Change vs previous 13F +836 shares

    1.22% of the 13F portfolio, value $3,386,439.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH PARTNERS, 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 37,433 shares
    Change vs previous 13F +5,438 shares

    1.28% of the 13F portfolio, value $3,422,144.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH PARTNERS, 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 31,995 shares
    Change vs previous 13F +3,938 shares

    1.14% of the 13F portfolio, value $2,849,490.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH PARTNERS, 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 28,057 shares
    Change vs previous 13F +2,633 shares

    1.16% of the 13F portfolio, value $2,540,269.

    13F-HR 0001754960-25-000212 filed by FAMILY WEALTH PARTNERS, 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 25,424 shares
    Change vs previous 13F +1,380 shares

    1.08% of the 13F portfolio, value $2,264,765.

    13F-HR 0001754960-25-000029 filed by FAMILY WEALTH PARTNERS, 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 24,044 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,342,405.

    13F-HR 0001754960-24-000483 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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