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Disclosery

KRM WEALTH MANAGEMENT L.L.C.: VNQ position timeline

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

KRM WEALTH MANAGEMENT L.L.C. held 57,680 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,680 shares
    Change vs previous 13F +4,690 shares

    2.45% of the 13F portfolio, value $5,562,082.

    13F-HR 0002126518-26-000004 filed by KRM WEALTH MANAGEMENT L.L.C.
    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 52,990 shares
    Change vs previous 13F +2,214 shares

    2.45% of the 13F portfolio, value $4,700,222.

    13F-HR 0002126518-26-000003 filed by KRM WEALTH MANAGEMENT L.L.C.
    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 50,776 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $4,493,207.

    13F-HR 0002126518-26-000002 filed by KRM WEALTH MANAGEMENT L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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