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Financial Advisory Corp: VNQ position timeline

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

Financial Advisory Corp held 121,596 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,596 shares
    Change vs previous 13F -19,838 shares

    1.55% of the 13F portfolio, value $11,725,462.

    13F-HR 0002085853-26-000681 filed by Financial Advisory Corp
    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 141,434 shares
    Change vs previous 13F +1,068 shares

    1.74% of the 13F portfolio, value $12,545,187.

    13F-HR 0002085853-26-000355 filed by Financial Advisory Corp
    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 140,366 shares
    Change vs previous 13F +1,543 shares

    1.81% of the 13F portfolio, value $12,421,017.

    13F-HR 0002085853-26-000103 filed by Financial Advisory Corp
    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 138,823 shares
    Change vs previous 13F +5,051 shares

    1.87% of the 13F portfolio, value $12,691,192.

    13F-HR 0002085853-25-000032 filed by Financial Advisory Corp
    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 133,772 shares
    Change vs previous 13F +1,300 shares

    1.83% of the 13F portfolio, value $11,913,732.

    13F-HR 0001667731-25-000781 filed by Financial Advisory Corp
    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 132,472 shares
    Change vs previous 13F +7,323 shares

    1.99% of the 13F portfolio, value $11,993,983.

    13F-HR 0001667731-25-000419 filed by Financial Advisory Corp
    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 125,149 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $11,148,285.

    13F-HR 0001667731-25-000315 filed by Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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