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Note Advisors, LLC: VNQ position timeline

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

Note Advisors, LLC held 61,419 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,419 shares
    Change vs previous 13F +386 shares

    2.57% of the 13F portfolio, value $5,922,667.

    13F-HR 0002056243-26-000003 filed by Note Advisors, 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 61,033 shares
    Change vs previous 13F +1,834 shares

    2.71% of the 13F portfolio, value $5,413,657.

    13F-HR 0002056243-26-000002 filed by Note Advisors, 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 59,199 shares
    Change vs previous 13F +8,852 shares

    2.77% of the 13F portfolio, value $5,402,532.

    13F-HR 0002056243-26-000001 filed by Note Advisors, 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 50,347 shares
    Change vs previous 13F +6,414 shares

    2.74% of the 13F portfolio, value $4,602,754.

    13F-HR 0002056243-25-000006 filed by Note Advisors, 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 43,933 shares
    Change vs previous 13F +4,424 shares

    2.71% of the 13F portfolio, value $3,912,703.

    13F-HR 0002056243-25-000003 filed by Note Advisors, 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 39,509 shares
    Change vs previous 13F +2,626 shares

    2.95% of the 13F portfolio, value $3,577,176.

    13F-HR 0002056243-25-000002 filed by Note Advisors, 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 36,883 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $3,285,568.

    13F-HR 0002056243-25-000001 filed by Note Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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