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LM Advisors LLC: VNQ position timeline

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

LM Advisors LLC held 2,389 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,389 shares
    Change vs previous 13F +2,161 shares

    0.03% of the 13F portfolio, value $230,000.

    13F-HR 0002011314-26-000003 filed by LM 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 228 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,570.

    13F-HR 0002011314-26-000002 filed by LM 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 228 shares
    Change vs previous 13F -2,343 shares

    0.05% of the 13F portfolio, value $2,571.

    13F-HR 0002011314-26-000001 filed by LM 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 2,571 shares
    Change vs previous 13F -38,405 shares

    0.03% of the 13F portfolio, value $235,000.

    13F-HR 0002011314-25-000008 filed by LM 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 40,976 shares
    Change vs previous 13F -1,838 shares

    0.47% of the 13F portfolio, value $3,649,000.

    13F-HR 0002011314-25-000005 filed by LM 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 42,814 shares
    Change vs previous 13F -2,976 shares

    0.7% of the 13F portfolio, value $3,876,000.

    13F-HR 0002011314-25-000002 filed by LM 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/A 45,790 shares
    Change vs previous 13F -916 shares

    0.73% of the 13F portfolio, value $4,079,000.

    13F-HR/A 0002011314-25-000001 filed by LM Advisors 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 46,706 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $4,439,000.

    13F-HR 0002011314-24-000006 filed by LM Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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