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Riverpoint Wealth Management Holdings, LLC: VNQ position timeline

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

Riverpoint Wealth Management Holdings, LLC held 116,267 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,267 shares
    Change vs previous 13F +2,122 shares

    2.06% of the 13F portfolio, value $11,211,669.

    13F-HR 0001682733-26-000004 filed by Riverpoint Wealth Management Holdings, 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 114,145 shares
    Change vs previous 13F -151 shares

    2.15% of the 13F portfolio, value $10,124,655.

    13F-HR 0001682733-26-000002 filed by Riverpoint Wealth Management Holdings, 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 114,296 shares
    Change vs previous 13F +3,419 shares

    2.17% of the 13F portfolio, value $10,114,066.

    13F-HR 0001682733-26-000001 filed by Riverpoint Wealth Management Holdings, 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 110,877 shares
    Change vs previous 13F +1,234 shares

    2.23% of the 13F portfolio, value $10,136,363.

    13F-HR 0001682733-25-000003 filed by Riverpoint Wealth Management Holdings, 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 109,643 shares
    Change vs previous 13F -1,855 shares

    2.3% of the 13F portfolio, value $9,764,831.

    13F-HR 0001085146-25-004176 filed by Riverpoint Wealth Management Holdings, 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 111,498 shares
    Change vs previous 13F +393 shares

    2.61% of the 13F portfolio, value $10,094,993.

    13F-HR 0001085146-25-002621 filed by Riverpoint Wealth Management Holdings, 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 111,105 shares
    Change vs previous 13F +2,399 shares

    2.58% of the 13F portfolio, value $9,897,208.

    13F-HR 0001085146-25-000790 filed by Riverpoint Wealth Management Holdings, 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 108,706 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $10,590,160.

    13F-HR 0001085146-24-005354 filed by Riverpoint Wealth Management Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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