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Nalls Sherbakoff Group, LLC: VNQ position timeline

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

Nalls Sherbakoff Group, LLC held 47,193 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,193 shares
    Change vs previous 13F -2,509 shares

    3.24% of the 13F portfolio, value $4,550,841.

    13F-HR 0001437749-26-028140 filed by Nalls Sherbakoff Group, 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 49,702 shares
    Change vs previous 13F -3,139 shares

    3.24% of the 13F portfolio, value $4,408,532.

    13F-HR 0001437749-26-028139 filed by Nalls Sherbakoff Group, 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 52,841 shares
    Change vs previous 13F -7,925 shares

    3.37% of the 13F portfolio, value $4,675,914.

    13F-HR 0001437749-26-007920 filed by Nalls Sherbakoff Group, 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 60,766 shares
    Change vs previous 13F -2,270 shares

    3.75% of the 13F portfolio, value $5,555,267.

    13F-HR 0001437749-26-007926 filed by Nalls Sherbakoff Group, 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 63,036 shares
    Change vs previous 13F -2,190 shares

    4.09% of the 13F portfolio, value $5,613,968.

    13F-HR 0001437749-26-007925 filed by Nalls Sherbakoff Group, 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 65,226 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $5,905,586.

    13F-HR 0001437749-26-007924 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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