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Newport Capital Group, LLC: VNQ position timeline

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

Newport Capital Group, LLC held 16,794 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,794 shares
    Change vs previous 13F +2,338 shares

    0.91% of the 13F portfolio, value $1,619,825.

    13F-HR 0001869032-26-000004 filed by Newport Capital 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 14,456 shares
    Change vs previous 13F +1,281 shares

    0.78% of the 13F portfolio, value $1,282,393.

    13F-HR 0001869032-26-000003 filed by Newport Capital 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/A 13,175 shares
    Change vs previous 13F +1,436 shares

    0.71% of the 13F portfolio, value $1,165,771.

    13F-HR/A 0001869032-26-000002 filed by Newport Capital 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 11,739 shares
    Change vs previous 13F +364 shares

    0.67% of the 13F portfolio, value $1,073,356.

    13F-HR 0001869032-25-000003 filed by Newport Capital 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 11,375 shares
    Change vs previous 13F +333 shares

    0.69% of the 13F portfolio, value $1,013,386.

    13F-HR 0001085146-25-005118 filed by Newport Capital 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 11,042 shares
    Change vs previous 13F +755 shares

    0.72% of the 13F portfolio, value $1,000,068.

    13F-HR 0001085146-25-002159 filed by Newport Capital Group, 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 10,287 shares
    Change vs previous 13F +1,298 shares

    0.68% of the 13F portfolio, value $916,219.

    13F-HR 0001085146-25-000616 filed by Newport Capital Group, 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 8,989 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $875,710.

    13F-HR 0001085146-24-005506 filed by Newport Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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