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Disclosery

Peninsula Wealth, LLC: VNQ position timeline

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

Peninsula Wealth, LLC held 0 VNQ shares at 2024-06-30 per its 13F-HR filed 2024-08-13.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -14,992 shares

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F/A 14,992 shares
    Change vs previous 13F -7,432 shares

    0.26% of the 13F portfolio, value $1,296,514.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 22,424 shares
    Change vs previous 13F -24,175 shares

    0.41% of the 13F portfolio, value $1,981,343.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 46,599 shares
    Change vs previous 13F +675 shares

    0.78% of the 13F portfolio, value $3,340,695.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 45,924 shares
    Change vs previous 13F +403 shares

    1% of the 13F portfolio, value $3,837,434.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 45,521 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $3,780,064.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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