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NewEdge Wealth, LLC: VNQ position timeline

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

NewEdge Wealth, LLC held 32,155 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,155 shares
    Change vs previous 13F +3,722 shares

    0.03% of the 13F portfolio, value $3,100,671.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 28,433 shares
    Change vs previous 13F -335 shares

    0.03% of the 13F portfolio, value $2,522,046.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 28,768 shares
    Change vs previous 13F +1,187 shares

    0.03% of the 13F portfolio, value $2,545,686.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 27,581 shares
    Change vs previous 13F +272 shares

    0.04% of the 13F portfolio, value $2,462,433.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 27,309 shares
    Change vs previous 13F +2,963 shares

    0.04% of the 13F portfolio, value $2,452,355.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 24,346 shares
    Change vs previous 13F -1,004 shares

    0.04% of the 13F portfolio, value $2,204,325.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 25,350 shares
    Change vs previous 13F -1,986 shares

    0.04% of the 13F portfolio, value $2,258,188.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 27,336 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,663,062.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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