Skip to content
Disclosery

Richmond Brothers, Inc.: VNQ position timeline

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

Richmond Brothers, Inc. held 28,796 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 28,796 shares
    Change vs previous 13F -40,792 shares

    1.44% of the 13F portfolio, value $2,776,487.

    13F-HR 0001540462-26-000003 filed by Richmond Brothers, Inc.
    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 69,588 shares
    Change vs previous 13F +33,746 shares

    4.11% of the 13F portfolio, value $6,172,147.

    13F-HR 0001540462-26-000002 filed by Richmond Brothers, Inc.
    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 35,842 shares
    Change vs previous 13F -2,616 shares

    2.02% of the 13F portfolio, value $3,171,567.

    13F-HR 0001540462-26-000001 filed by Richmond Brothers, Inc.
    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 38,458 shares
    Change vs previous 13F -362 shares

    2.22% of the 13F portfolio, value $3,515,781.

    13F-HR 0001540462-25-000004 filed by Richmond Brothers, Inc.
    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 38,820 shares
    Change vs previous 13F -46,243 shares

    2.26% of the 13F portfolio, value $3,457,271.

    13F-HR 0001085146-25-004717 filed by Richmond Brothers, Inc.
    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 85,063 shares
    Change vs previous 13F +4,313 shares

    4.87% of the 13F portfolio, value $7,701,599.

    13F-HR 0001085146-25-002571 filed by Richmond Brothers, Inc.
    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 80,750 shares
    Change vs previous 13F +9,195 shares

    4.61% of the 13F portfolio, value $7,193,171.

    13F-HR 0001085146-25-000954 filed by Richmond Brothers, Inc.
    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 71,555 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $6,970,760.

    13F-HR 0001085146-24-005489 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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