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Gradient Capital Advisors, LLC: VNQI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gradient Capital Advisors, LLC on VNQI, newest first. How the timeline and the estimate are built.

Gradient Capital Advisors, LLC held 86,245 VNQI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,245 shares
    Change vs previous 13F +4,216 shares

    0.9% of the 13F portfolio, value $3,868,088.

    13F-HR 0001727917-26-000006 filed by Gradient Capital Advisors, 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 82,029 shares
    Change vs previous 13F +605 shares

    0.95% of the 13F portfolio, value $3,646,189.

    13F-HR 0001727917-26-000004 filed by Gradient Capital Advisors, 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 81,424 shares
    Change vs previous 13F +2,216 shares

    0.96% of the 13F portfolio, value $3,732,476.

    13F-HR 0001727917-26-000002 filed by Gradient Capital Advisors, 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 79,208 shares
    Change vs previous 13F +1,239 shares

    1.01% of the 13F portfolio, value $3,781,390.

    13F-HR 0001727917-25-000011 filed by Gradient Capital Advisors, 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 77,969 shares
    Change vs previous 13F +2,432 shares

    1.06% of the 13F portfolio, value $3,598,269.

    13F-HR 0001727917-25-000009 filed by Gradient Capital Advisors, 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 75,537 shares
    Change vs previous 13F +6,255 shares

    1% of the 13F portfolio, value $3,056,227.

    13F-HR 0001727917-25-000005 filed by Gradient Capital Advisors, 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 69,282 shares
    Change vs previous 13F +4,404 shares

    0.88% of the 13F portfolio, value $2,740,796.

    13F-HR 0001727917-25-000002 filed by Gradient Capital Advisors, 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 64,878 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,043,427.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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