Skip to content
Disclosery

Partners in Financial Planning: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partners in Financial Planning on VNQ, newest first. How the timeline and the estimate are built.

Partners in Financial Planning held 161,235 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 161,235 shares
    Change vs previous 13F +3,713 shares

    2.36% of the 13F portfolio, value $15,551,520.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 157,522 shares
    Change vs previous 13F +1,786 shares

    2.32% of the 13F portfolio, value $13,969,287.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 155,736 shares
    Change vs previous 13F +348 shares

    2.33% of the 13F portfolio, value $13,781,054.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 155,388 shares
    Change vs previous 13F +2,057 shares

    2.46% of the 13F portfolio, value $14,205,598.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 153,331 shares
    Change vs previous 13F +2,268 shares

    2.52% of the 13F portfolio, value $13,653,803.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 151,063 shares
    Change vs previous 13F +3,274 shares

    2.75% of the 13F portfolio, value $13,674,631.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 147,789 shares
    Change vs previous 13F -5,975 shares

    2.69% of the 13F portfolio, value $13,165,026.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 153,764 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $14,977,327.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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