Hoxton Planning & Management, LLC: VNQ position timeline

Hoxton Planning & Management, LLC held 3,226 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,226 shares

   Change vs previous 13F +21 shares

   0.08% of the 13F portfolio, value $311,116.

   13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,205 shares

   Change vs previous 13F +193 shares

   0.09% of the 13F portfolio, value $284,286.

   13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,012 shares

   Change vs previous 13F +15 shares

   0.08% of the 13F portfolio, value $266,500.

   13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,997 shares

   Change vs previous 13F -85 shares

   0.09% of the 13F portfolio, value $274,015.

   13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,082 shares

   Change vs previous 13F +108 shares

   0.09% of the 13F portfolio, value $274,481.

   13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 2,974 shares

   Change vs previous 13F -54 shares

   0.1% of the 13F portfolio, value $269,240.

   13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,028 shares

   Change vs previous 13F +155 shares

   0.1% of the 13F portfolio, value $269,772.

   13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
   Filed 2025-09-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

8. period ended2024-09-30

   13F 2,873 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $279,882.

   13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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