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Private Wealth Asset Management, LLC: VNQ position timeline

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

Private Wealth Asset Management, LLC held 145,492 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,492 shares
    Change vs previous 13F -8,886 shares

    1.35% of the 13F portfolio, value $14,041,608.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset Management, LLC
    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 154,378 shares
    Change vs previous 13F -8,866 shares

    1.46% of the 13F portfolio, value $13,693,330.

    13F-HR 0001883006-26-000005 filed by Private Wealth 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 ended2025-12-31
    13F 163,244 shares
    Change vs previous 13F -2,800 shares

    1.57% of the 13F portfolio, value $14,445,462.

    13F-HR 0001883006-26-000003 filed by Private Wealth 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 ended2025-09-30
    13F 166,044 shares
    Change vs previous 13F +192 shares

    1.79% of the 13F portfolio, value $15,179,750.

    13F-HR 0001883006-25-000003 filed by Private Wealth 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 ended2025-06-30
    13F 165,852 shares
    Change vs previous 13F -1,276 shares

    1.96% of the 13F portfolio, value $14,770,810.

    13F-HR 0001855205-25-000033 filed by Private Wealth 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 ended2025-03-31
    13F 167,128 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $15,131,777.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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