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Horizons Wealth Management: VNQ position timeline

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

Horizons Wealth Management held 121,841 VNQ shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 121,841 shares
    Change vs previous 13F +4,723 shares

    6.9% of the 13F portfolio, value $10,920,628.

    13F-HR 0001943228-26-000003 filed by Horizons Wealth Management
    Accepted , ingested

  2. period ended2026-03-31
    13F 117,118 shares
    Change vs previous 13F +1,832 shares

    6.91% of the 13F portfolio, value $10,388,360.

    13F-HR 0001943228-26-000002 filed by Horizons Wealth Management
    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 115,286 shares
    Change vs previous 13F +854 shares

    6.79% of the 13F portfolio, value $10,201,652.

    13F-HR 0001943228-26-000001 filed by Horizons Wealth Management
    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 114,432 shares
    Change vs previous 13F +2,352 shares

    7.18% of the 13F portfolio, value $10,461,340.

    13F-HR 0001943228-25-000005 filed by Horizons Wealth Management
    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 112,080 shares
    Change vs previous 13F +1,037 shares

    7.22% of the 13F portfolio, value $9,981,843.

    13F-HR 0001943228-25-000003 filed by Horizons Wealth Management
    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 111,043 shares
    Change vs previous 13F +3,397 shares

    7.59% of the 13F portfolio, value $10,053,860.

    13F-HR 0001943228-25-000002 filed by Horizons Wealth Management
    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 107,646 shares
    Change vs previous 13F not available

    7.44% of the 13F portfolio, value $9,588,527.

    13F-HR 0001943228-25-000001 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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