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Leeward Financial Partners, LLC: VNQ position timeline

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

Leeward Financial Partners, LLC held 6,297 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 6,297 shares
    Change vs previous 13F -410 shares

    0.16% of the 13F portfolio, value $607,242.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 6,707 shares
    Change vs previous 13F -41,266 shares

    0.18% of the 13F portfolio, value $594,928.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 47,973 shares
    Change vs previous 13F +849 shares

    1.19% of the 13F portfolio, value $4,245,147.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 47,124 shares
    Change vs previous 13F +3,852 shares

    1.23% of the 13F portfolio, value $4,308,115.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 43,272 shares
    Change vs previous 13F +3,219 shares

    1.22% of the 13F portfolio, value $3,853,762.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 40,053 shares
    Change vs previous 13F +37,189 shares

    1.35% of the 13F portfolio, value $3,626,361.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 2,864 shares
    Change vs previous 13F -1,287 shares

    0.09% of the 13F portfolio, value $255,084.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 4,151 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $404,344.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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