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Rockwood Wealth Management, LLC: VNQ position timeline

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

Rockwood Wealth Management, LLC held 171,815 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,815 shares
    Change vs previous 13F -3,936 shares

    1.05% of the 13F portfolio, value $16,568,147.

    13F-HR 0002085853-26-000694 filed by Rockwood Wealth 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 175,751 shares
    Change vs previous 13F -3,303 shares

    1.12% of the 13F portfolio, value $15,589,122.

    13F-HR 0002085853-26-000532 filed by Rockwood Wealth 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 179,054 shares
    Change vs previous 13F -3,382 shares

    1.18% of the 13F portfolio, value $15,844,471.

    13F-HR 0002085853-26-000134 filed by Rockwood Wealth 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 182,436 shares
    Change vs previous 13F -12,988 shares

    1.33% of the 13F portfolio, value $16,678,336.

    13F-HR 0002085853-25-000067 filed by Rockwood Wealth 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 195,424 shares
    Change vs previous 13F -72,903 shares

    1.53% of the 13F portfolio, value $17,404,505.

    13F-HR 0001667731-25-000782 filed by Rockwood Wealth 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 268,327 shares
    Change vs previous 13F -14,099 shares

    2.48% of the 13F portfolio, value $24,294,283.

    13F-HR 0001667731-25-000417 filed by Rockwood Wealth Management, 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 282,426 shares
    Change vs previous 13F -10,262 shares

    2.69% of the 13F portfolio, value $24,941,059.

    13F-HR 0001667731-25-000069 filed by Rockwood Wealth Management, 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 292,688 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $28,513,692.

    13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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