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Grassi Investment Management: VWENX position timeline

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

Grassi Investment Management held 3,326 VWENX 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 3,326 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $260,000.

    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 3,307 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $239,000.

    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 3,288 shares
    Change vs previous 13F +274 shares

    0.02% of the 13F portfolio, value $243,000.

    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 3,014 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $241,000.

    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 2,998 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $229,000.

    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 2,980 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $223,000.

    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 2,964 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $212,000.

    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).