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LPWM LLC: VNQ position timeline

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

LPWM LLC held 65,210 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,210 shares
    Change vs previous 13F -435 shares

    1.4% of the 13F portfolio, value $6,288,218.

    13F-HR 0001951757-26-001044 filed by LPWM 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 65,645 shares
    Change vs previous 13F -794 shares

    1.47% of the 13F portfolio, value $5,822,715.

    13F-HR 0001951757-26-000557 filed by LPWM 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 66,439 shares
    Change vs previous 13F +2,001 shares

    1.48% of the 13F portfolio, value $5,879,177.

    13F-HR 0001951757-26-000010 filed by LPWM 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 64,438 shares
    Change vs previous 13F +1,440 shares

    1.57% of the 13F portfolio, value $5,890,960.

    13F-HR 0001951757-25-001174 filed by LPWM 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 62,998 shares
    Change vs previous 13F +1,232 shares

    1.64% of the 13F portfolio, value $5,610,639.

    13F-HR 0001951757-25-000587 filed by LPWM 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 61,766 shares
    Change vs previous 13F +4,287 shares

    1.8% of the 13F portfolio, value $5,592,331.

    13F-HR 0001951757-25-000345 filed by LPWM 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 57,479 shares
    Change vs previous 13F +4,834 shares

    1.64% of the 13F portfolio, value $5,120,267.

    13F-HR 0001951757-25-000018 filed by LPWM 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 52,645 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $5,031,323.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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