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Hershey Financial Advisers, LLC: VNQ position timeline

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

Hershey Financial Advisers, LLC held 15,526 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 15,526 shares
    Change vs previous 13F -1,151 shares

    1.08% of the 13F portfolio, value $1,497,209.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, 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 16,677 shares
    Change vs previous 13F +3,561 shares

    1.28% of the 13F portfolio, value $1,479,263.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, 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 13,116 shares
    Change vs previous 13F -470 shares

    0.98% of the 13F portfolio, value $1,160,624.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, 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 13,586 shares
    Change vs previous 13F +316 shares

    1.06% of the 13F portfolio, value $1,241,999.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, 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 13,270 shares
    Change vs previous 13F -5,372 shares

    1.06% of the 13F portfolio, value $1,181,862.

    13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 18,642 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,660,669.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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