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My Personal CFO, LLC: VNQ position timeline

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

My Personal CFO, LLC held 34,247 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,247 shares
    Change vs previous 13F +48 shares

    1.29% of the 13F portfolio, value $3,302,471.

    13F-HR 0001754960-26-000575 filed by My Personal CFO, 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 34,199 shares
    Change vs previous 13F +620 shares

    1.33% of the 13F portfolio, value $3,033,459.

    13F-HR 0001754960-26-000293 filed by My Personal CFO, 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 33,579 shares
    Change vs previous 13F -38,377 shares

    1.24% of the 13F portfolio, value $2,971,379.

    13F-HR 0001754960-26-000077 filed by My Personal CFO, 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 71,956 shares
    Change vs previous 13F +38,003 shares

    2.55% of the 13F portfolio, value $6,578,219.

    13F-HR 0001754960-25-000700 filed by My Personal CFO, 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 33,953 shares
    Change vs previous 13F +3,127 shares

    1.37% of the 13F portfolio, value $3,023,866.

    13F-HR 0001754960-25-000441 filed by My Personal CFO, 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 30,826 shares
    Change vs previous 13F +102 shares

    1.41% of the 13F portfolio, value $2,790,946.

    13F-HR 0001754960-25-000247 filed by My Personal CFO, 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 30,724 shares
    Change vs previous 13F +643 shares

    1.4% of the 13F portfolio, value $2,736,915.

    13F-HR 0001754960-25-000067 filed by My Personal CFO, 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 30,081 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,930,499.

    13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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