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Gray Private Wealth, LLC: VNQ position timeline

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

Gray Private Wealth, LLC held 98,520 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,520 shares
    Change vs previous 13F +5,387 shares

    4.11% of the 13F portfolio, value $9,500,278.

    13F-HR 0001928877-26-000007 filed by Gray Private Wealth, 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 93,133 shares
    Change vs previous 13F +2,898 shares

    4.15% of the 13F portfolio, value $8,260,898.

    13F-HR 0001928877-26-000005 filed by Gray Private Wealth, 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 90,235 shares
    Change vs previous 13F +3,082 shares

    3.9% of the 13F portfolio, value $7,984,908.

    13F-HR 0001928877-26-000002 filed by Gray Private Wealth, 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 87,153 shares
    Change vs previous 13F +1,312 shares

    4.02% of the 13F portfolio, value $7,967,490.

    13F-HR 0001928877-25-000010 filed by Gray Private Wealth, 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 85,841 shares
    Change vs previous 13F +3,474 shares

    4.11% of the 13F portfolio, value $7,644,995.

    13F-HR 0001928877-25-000007 filed by Gray Private Wealth, 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 82,367 shares
    Change vs previous 13F +5,718 shares

    4.49% of the 13F portfolio, value $7,457,493.

    13F-HR 0001928877-25-000005 filed by Gray Private Wealth, 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 76,649 shares
    Change vs previous 13F -690 shares

    4.07% of the 13F portfolio, value $6,827,867.

    13F-HR 0001928877-25-000002 filed by Gray Private Wealth, 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 77,339 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $7,534,360.

    13F-HR 0001928877-24-000009 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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