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Rockwood Wealth Management, LLC: VNQI position timeline

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

Rockwood Wealth Management, LLC held 216,035 VNQI 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 216,035 shares
    Change vs previous 13F -4,500 shares

    0.61% of the 13F portfolio, value $9,689,183.

    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 220,535 shares
    Change vs previous 13F -7,480 shares

    0.7% of the 13F portfolio, value $9,802,766.

    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 228,015 shares
    Change vs previous 13F -4,893 shares

    0.78% of the 13F portfolio, value $10,452,210.

    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 232,908 shares
    Change vs previous 13F -16,996 shares

    0.89% of the 13F portfolio, value $11,119,020.

    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 249,904 shares
    Change vs previous 13F -112,739 shares

    1.01% of the 13F portfolio, value $11,533,060.

    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 362,643 shares
    Change vs previous 13F -45,460 shares

    1.5% of the 13F portfolio, value $14,672,533.

    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 408,103 shares
    Change vs previous 13F -13,762 shares

    1.74% of the 13F portfolio, value $16,128,246.

    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 421,865 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $19,789,692.

    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).