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Michael A. Dubis Financial Planning, LLC: VNQ position timeline

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

Michael A. Dubis Financial Planning, LLC held 22,747 VNQ shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 22,747 shares
    Change vs previous 13F +350 shares

    2% of the 13F portfolio, value $2,059,539.

    13F-HR 0002063364-25-000027 filed by Michael A. Dubis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 22,397 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $1,995,000.

    13F-HR 0001345576-25-000005 filed by Michael A. Dubis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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