Skip to content
Disclosery

Monterey Private Wealth, Inc.: VNQ position timeline

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

Monterey Private Wealth, Inc. held 24,736 VNQ shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 24,736 shares
    Change vs previous 13F -208 shares

    0.66% of the 13F portfolio, value $2,239,642.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    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 24,944 shares
    Change vs previous 13F +434 shares

    0.73% of the 13F portfolio, value $2,221,979.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 24,510 shares
    Change vs previous 13F -510 shares

    0.81% of the 13F portfolio, value $2,387,723.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 25,020 shares
    Change vs previous 13F -2,789 shares

    0.78% of the 13F portfolio, value $2,095,672.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 27,809 shares
    Change vs previous 13F +321 shares

    0.97% of the 13F portfolio, value $2,404,942.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 27,488 shares
    Change vs previous 13F -4,237 shares

    1.1% of the 13F portfolio, value $2,428,844.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 31,725 shares
    Change vs previous 13F -77 shares

    1.21% of the 13F portfolio, value $2,400,343.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 31,802 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,657,358.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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