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GLOBALT Investments LLC / GA: VNQ position timeline

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

GLOBALT Investments LLC / GA held 16,350 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,350 shares
    Change vs previous 13F -400 shares

    0.05% of the 13F portfolio, value $1,576,630.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 16,750 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,485,725.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 16,750 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,482,207.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 16,750 shares
    Change vs previous 13F -1,350 shares

    0.06% of the 13F portfolio, value $1,531,285.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 18,100 shares
    Change vs previous 13F -2,675 shares

    0.06% of the 13F portfolio, value $1,611,986.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 20,775 shares
    Change vs previous 13F -2,125 shares

    0.08% of the 13F portfolio, value $1,880,968.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 22,900 shares
    Change vs previous 13F -2,200 shares

    0.08% of the 13F portfolio, value $2,039,932.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 25,100 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,445,242.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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