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Mason Investment Advisory Services, Inc.: VNQI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason Investment Advisory Services, Inc. on VNQI, newest first. How the timeline and the estimate are built.

Mason Investment Advisory Services, Inc. held 175,711 VNQI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,711 shares
    Change vs previous 13F +15,584 shares

    0.3% of the 13F portfolio, value $7,880,642.

    13F-HR 0001140361-26-032728 filed by Mason Investment Advisory Services, Inc.
    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 160,127 shares
    Change vs previous 13F -169 shares

    0.33% of the 13F portfolio, value $7,117,649.

    13F-HR 0001140361-26-021278 filed by Mason Investment Advisory Services, Inc.
    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 160,296 shares
    Change vs previous 13F -1,533 shares

    0.35% of the 13F portfolio, value $7,347,958.

    13F-HR 0001140361-26-004973 filed by Mason Investment Advisory Services, Inc.
    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 161,829 shares
    Change vs previous 13F +497 shares

    0.38% of the 13F portfolio, value $7,725,708.

    13F-HR 0001140361-25-041541 filed by Mason Investment Advisory Services, Inc.
    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 161,332 shares
    Change vs previous 13F -8,472 shares

    0.41% of the 13F portfolio, value $7,445,457.

    13F-HR 0001140361-25-028811 filed by Mason Investment Advisory Services, Inc.
    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 169,804 shares
    Change vs previous 13F +5,886 shares

    0.41% of the 13F portfolio, value $6,870,269.

    13F-HR 0001140361-25-016854 filed by Mason Investment Advisory Services, Inc.
    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 163,918 shares
    Change vs previous 13F +17,484 shares

    0.38% of the 13F portfolio, value $6,484,588.

    13F-HR 0001140361-25-003388 filed by Mason Investment Advisory Services, Inc.
    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 146,434 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $6,869,223.

    13F-HR 0001140361-24-046076 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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