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FIDELIS iM, LLC: VNQ position timeline

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

FIDELIS iM, LLC held 65,284 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,284 shares
    Change vs previous 13F -16,320 shares

    2.15% of the 13F portfolio, value $6,295,292.

    13F-HR 0001894206-26-000003 filed by FIDELIS iM, 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 81,604 shares
    Change vs previous 13F -9,612 shares

    2.74% of the 13F portfolio, value $7,238,240.

    13F-HR 0001894206-26-000002 filed by FIDELIS iM, 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 91,216 shares
    Change vs previous 13F +52,807 shares

    3.13% of the 13F portfolio, value $8,071,693.

    13F-HR 0001894206-26-000001 filed by FIDELIS iM, 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 38,409 shares
    Change vs previous 13F -43,530 shares

    2.43% of the 13F portfolio, value $3,909,000.

    13F-HR 0001894206-25-000008 filed by FIDELIS iM, 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 81,939 shares
    Change vs previous 13F -609 shares

    3.25% of the 13F portfolio, value $7,297,552.

    13F-HR 0001894206-25-000005 filed by FIDELIS iM, 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 82,548 shares
    Change vs previous 13F -719,307 shares

    3.46% of the 13F portfolio, value $7,473,000.

    13F-HR 0001894206-25-000002 filed by FIDELIS iM, 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 801,855 shares
    Change vs previous 13F +720,010 shares

    3.54% of the 13F portfolio, value $7,202,000.

    13F-HR 0001894206-25-000001 filed by FIDELIS iM, 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 81,845 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $7,973,000.

    13F-HR 0001894206-24-000006 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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