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Grassi Investment Management: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on V, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 98,967 V shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 98,967 shares
    Change vs previous 13F -249 shares

    2.8% of the 13F portfolio, value $35,138,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 99,216 shares
    Change vs previous 13F -58 shares

    3.22% of the 13F portfolio, value $34,771,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 99,274 shares
    Change vs previous 13F -1,684 shares

    2.68% of the 13F portfolio, value $31,375,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 100,958 shares
    Change vs previous 13F -124 shares

    2.4% of the 13F portfolio, value $27,758,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 101,082 shares
    Change vs previous 13F -199 shares

    2.35% of the 13F portfolio, value $26,531,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 101,281 shares
    Change vs previous 13F -99 shares

    2.56% of the 13F portfolio, value $28,265,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 101,380 shares
    Change vs previous 13F +351 shares

    2.77% of the 13F portfolio, value $26,394,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 101,029 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $23,238,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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