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Schneider Downs Wealth Management Advisors, LP: VNLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schneider Downs Wealth Management Advisors, LP on VNLA, newest first. How the timeline and the estimate are built.

Schneider Downs Wealth Management Advisors, LP held 669,210 VNLA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 669,210 shares
    Change vs previous 13F +25,866 shares

    3.07% of the 13F portfolio, value $32,700,944.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 643,344 shares
    Change vs previous 13F -65,217 shares

    3.47% of the 13F portfolio, value $31,433,803.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 708,561 shares
    Change vs previous 13F +175,667 shares

    3.92% of the 13F portfolio, value $34,818,688.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 532,894 shares
    Change vs previous 13F +19,469 shares

    3.12% of the 13F portfolio, value $26,266,362.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 513,425 shares
    Change vs previous 13F -1,438 shares

    3.78% of the 13F portfolio, value $25,260,488.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 514,863 shares
    Change vs previous 13F +138,046 shares

    4.58% of the 13F portfolio, value $25,305,495.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 376,817 shares
    Change vs previous 13F +74,975 shares

    3.47% of the 13F portfolio, value $18,430,129.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 301,842 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $14,802,314.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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