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Disclosery

REBALANCE, LLC: VNQ position timeline

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

REBALANCE, LLC held 613,696 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 613,696 shares
    Change vs previous 13F +29,401 shares

    3.1% of the 13F portfolio, value $59,178,698.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 584,295 shares
    Change vs previous 13F +10,679 shares

    3.01% of the 13F portfolio, value $51,826,977.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 573,616 shares
    Change vs previous 13F -9,149 shares

    2.97% of the 13F portfolio, value $50,759,262.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 582,765 shares
    Change vs previous 13F +13,937 shares

    3.21% of the 13F portfolio, value $53,276,392.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 568,828 shares
    Change vs previous 13F -280,859 shares

    3.44% of the 13F portfolio, value $50,659,863.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 849,687 shares
    Change vs previous 13F -34,820 shares

    5.66% of the 13F portfolio, value $76,930,670.

    13F-HR 0001811052-25-000005 filed by REBALANCE, LLC
    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 884,507 shares
    Change vs previous 13F -42,697 shares

    5.89% of the 13F portfolio, value $78,791,924.

    13F-HR 0001811052-25-000002 filed by REBALANCE, LLC
    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 927,204 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $90,328,203.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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