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PENOBSCOT WEALTH MANAGEMENT: VNQ position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 18,696 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,696 shares
    Change vs previous 13F +597 shares

    0.48% of the 13F portfolio, value $1,802,873.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 18,099 shares
    Change vs previous 13F -4,779 shares

    0.47% of the 13F portfolio, value $1,605,394.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 22,878 shares
    Change vs previous 13F +1,231 shares

    0.63% of the 13F portfolio, value $2,024,483.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 21,647 shares
    Change vs previous 13F +2,021 shares

    0.64% of the 13F portfolio, value $1,978,973.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 19,626 shares
    Change vs previous 13F +1,893 shares

    0.63% of the 13F portfolio, value $1,747,934.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 17,733 shares
    Change vs previous 13F +1,637 shares

    0.68% of the 13F portfolio, value $1,605,501.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 16,096 shares
    Change vs previous 13F +1,324 shares

    0.66% of the 13F portfolio, value $1,434,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    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 14,772 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,439,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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