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INVICTUS PRIVATE WEALTH, LLC: VNQ position timeline

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

INVICTUS PRIVATE WEALTH, LLC held 9,598 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,598 shares
    Change vs previous 13F +3,586 shares

    0.05% of the 13F portfolio, value $925,535.

    13F-HR 0001172661-26-002832 filed by INVICTUS 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 6,012 shares
    Change vs previous 13F +807 shares

    0.03% of the 13F portfolio, value $533,264.

    13F-HR 0001172661-26-001764 filed by INVICTUS 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 5,205 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $460,590.

    13F-HR 0001172661-26-000744 filed by INVICTUS 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 5,215 shares
    Change vs previous 13F -73 shares

    0.03% of the 13F portfolio, value $476,755.

    13F-HR 0001172661-25-004671 filed by INVICTUS 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 5,288 shares
    Change vs previous 13F +313 shares

    0.03% of the 13F portfolio, value $470,949.

    13F-HR 0001172661-25-002723 filed by INVICTUS 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 4,975 shares
    Change vs previous 13F -194 shares

    0.04% of the 13F portfolio, value $450,437.

    13F-HR 0001172661-25-001619 filed by INVICTUS 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 5,169 shares
    Change vs previous 13F -303 shares

    0.03% of the 13F portfolio, value $460,455.

    13F-HR 0001172661-25-001069 filed by INVICTUS 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 5,472 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $533,082.

    13F-HR 0001172661-24-004409 filed by INVICTUS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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