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Palisades Hudson Asset Management, L.P.: VNQ position timeline

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

Palisades Hudson Asset Management, L.P. held 18,782 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,782 shares
    Change vs previous 13F -96 shares

    0.63% of the 13F portfolio, value $1,811,000.

    13F-HR 0001388443-26-000007 filed by Palisades Hudson Asset Management, L.P.
    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 18,878 shares
    Change vs previous 13F +1,746 shares

    0.65% of the 13F portfolio, value $1,675,000.

    13F-HR 0001388443-26-000004 filed by Palisades Hudson Asset Management, L.P.
    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 17,132 shares
    Change vs previous 13F -7,644 shares

    0.59% of the 13F portfolio, value $1,516,000.

    13F-HR 0001388443-26-000001 filed by Palisades Hudson Asset Management, L.P.
    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 24,776 shares
    Change vs previous 13F +865 shares

    0.82% of the 13F portfolio, value $2,265,000.

    13F-HR 0001388443-25-000008 filed by Palisades Hudson Asset Management, L.P.
    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 23,911 shares
    Change vs previous 13F +6,988 shares

    0.83% of the 13F portfolio, value $2,129,000.

    13F-HR 0001388443-25-000005 filed by Palisades Hudson Asset Management, L.P.
    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 16,923 shares
    Change vs previous 13F -353 shares

    0.7% of the 13F portfolio, value $1,532,000.

    13F-HR 0001388443-25-000004 filed by Palisades Hudson Asset Management, L.P.
    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 17,276 shares
    Change vs previous 13F +2,243 shares

    0.65% of the 13F portfolio, value $1,539,000.

    13F-HR 0001388443-25-000001 filed by Palisades Hudson Asset Management, L.P.
    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 15,033 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,462,000.

    13F-HR 0001388443-24-000006 filed by Palisades Hudson Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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