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Independence Asset Advisors, LLC: VNQ position timeline

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

Independence Asset Advisors, LLC held 36,716 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,716 shares
    Change vs previous 13F +1,295 shares

    0.92% of the 13F portfolio, value $3,540,518.

    13F-HR 0001376474-26-000490 filed by Independence Asset Advisors, 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 35,421 shares
    Change vs previous 13F +14,123 shares

    1.14% of the 13F portfolio, value $3,141,805.

    13F-HR 0001376474-26-000307 filed by Independence Asset Advisors, 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 21,298 shares
    Change vs previous 13F -6,387 shares

    1.04% of the 13F portfolio, value $1,884,660.

    13F-HR 0001376474-26-000092 filed by Independence Asset Advisors, 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 27,685 shares
    Change vs previous 13F -2,864 shares

    1.07% of the 13F portfolio, value $2,530,993.

    13F-HR 0001376474-25-000889 filed by Independence Asset Advisors, 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 30,549 shares
    Change vs previous 13F -992 shares

    1.69% of the 13F portfolio, value $2,720,723.

    13F-HR 0001376474-25-000682 filed by Independence Asset Advisors, 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 31,541 shares
    Change vs previous 13F +2,943 shares

    9.26% of the 13F portfolio, value $2,855,752.

    13F-HR 0001376474-25-000367 filed by Independence Asset Advisors, 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 28,598 shares
    Change vs previous 13F not available

    11.73% of the 13F portfolio, value $2,535,210.

    13F-HR 0001376474-25-000109 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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