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Johnson Wealth Management, LLC: VNQ position timeline

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

Johnson Wealth Management, LLC held 22,815 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,815 shares
    Change vs previous 13F -5,167 shares

    0.93% of the 13F portfolio, value $2,200,050.

    13F-HR 0002110653-26-000003 filed by Johnson Wealth Management, 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 27,982 shares
    Change vs previous 13F +301 shares

    1.2% of the 13F portfolio, value $2,482,003.

    13F-HR 0002110653-26-000002 filed by Johnson Wealth Management, 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 27,681 shares
    Change vs previous 13F -957 shares

    1.22% of the 13F portfolio, value $2,449,492.

    13F-HR 0002110653-26-000001 filed by Johnson Wealth Management, 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 28,638 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,618,086.

    13F-HR 0002110653-26-000004 filed by Johnson Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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