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Disclosery

Oak Asset Management, LLC: VNQ position timeline

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

Oak Asset Management, LLC held 2,448 VNQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,448 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $219,414.

    13F-HR 0001726375-26-000005 filed by Oak Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,393 shares
    Change vs previous 13F +45 shares

    0.07% of the 13F portfolio, value $230,757.

    13F-HR 0001726375-26-000003 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,348 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $208,268.

    13F-HR 0001726375-26-000002 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,338 shares
    Change vs previous 13F -145 shares

    0.07% of the 13F portfolio, value $206,890.

    13F-HR 0001726375-26-000001 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,483 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $226,996.

    13F-HR 0001726375-25-000003 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,483 shares
    Change vs previous 13F +175 shares

    0.08% of the 13F portfolio, value $221,136.

    13F-HR 0001085146-25-003766 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,308 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $208,966.

    13F-HR 0001085146-25-002040 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,303 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $205,151.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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