Skip to content
Disclosery

Foundation Wealth Management, LLC\PA: VNQ position timeline

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

Foundation Wealth Management, LLC\PA held 20,559 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 20,559 shares
    Change vs previous 13F -6,085 shares

    0.6% of the 13F portfolio, value $1,982,517.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    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 26,644 shares
    Change vs previous 13F -6,985 shares

    0.83% of the 13F portfolio, value $2,363,331.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    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 33,629 shares
    Change vs previous 13F -38,327 shares

    1.08% of the 13F portfolio, value $2,975,843.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    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 71,956 shares
    Change vs previous 13F -32,110 shares

    2.55% of the 13F portfolio, value $6,578,219.

    13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
    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 104,066 shares
    Change vs previous 13F -2,332 shares

    4.01% of the 13F portfolio, value $9,268,133.

    13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
    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 106,398 shares
    Change vs previous 13F -3,006 shares

    4.59% of the 13F portfolio, value $9,633,294.

    13F-HR 0001085146-25-002255 filed by Foundation Wealth Management, LLC\PA
    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 109,404 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $9,745,713.

    13F-HR 0001085146-25-001032 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

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