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RTD Financial Advisors, Inc.: VNQ position timeline

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

RTD Financial Advisors, Inc. held 10,843 VNQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,843 shares
    Change vs previous 13F -1,411 shares

    0.11% of the 13F portfolio, value $971,824.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,254 shares
    Change vs previous 13F -549 shares

    0.13% of the 13F portfolio, value $1,181,636.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,803 shares
    Change vs previous 13F +254 shares

    0.14% of the 13F portfolio, value $1,135,638.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,549 shares
    Change vs previous 13F -23,416 shares

    0.14% of the 13F portfolio, value $1,110,497.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 35,965 shares
    Change vs previous 13F -16,789 shares

    0.4% of the 13F portfolio, value $3,287,927.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 52,754 shares
    Change vs previous 13F -30,156 shares

    0.6% of the 13F portfolio, value $4,698,312.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 82,910 shares
    Change vs previous 13F -66,566 shares

    1.01% of the 13F portfolio, value $7,506,639.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 149,476 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $13,315,345.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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