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RFG Advisory, LLC: VNQ position timeline

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

RFG Advisory, LLC held 36,967 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,967 shares
    Change vs previous 13F -3,106 shares

    0.06% of the 13F portfolio, value $3,564,710.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 40,073 shares
    Change vs previous 13F +479 shares

    0.07% of the 13F portfolio, value $3,554,478.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 39,594 shares
    Change vs previous 13F +3,711 shares

    0.07% of the 13F portfolio, value $3,503,653.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 35,883 shares
    Change vs previous 13F +6,009 shares

    0.07% of the 13F portfolio, value $3,280,403.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 29,874 shares
    Change vs previous 13F +519 shares

    0.06% of the 13F portfolio, value $2,660,556.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 29,355 shares
    Change vs previous 13F -11,225 shares

    0.07% of the 13F portfolio, value $2,657,840.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 40,580 shares
    Change vs previous 13F +2,466 shares

    0.1% of the 13F portfolio, value $3,614,837.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 38,114 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,713,019.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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