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Soltis Investment Advisors LLC: VNQ position timeline

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

Soltis Investment Advisors LLC held 35,091 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,091 shares
    Change vs previous 13F +2,129 shares

    0.2% of the 13F portfolio, value $3,383,823.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 32,962 shares
    Change vs previous 13F +807 shares

    0.19% of the 13F portfolio, value $2,923,722.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 32,155 shares
    Change vs previous 13F -5,083 shares

    0.19% of the 13F portfolio, value $2,845,383.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 37,238 shares
    Change vs previous 13F +3,390 shares

    0.24% of the 13F portfolio, value $3,404,268.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 33,848 shares
    Change vs previous 13F +928 shares

    0.24% of the 13F portfolio, value $3,014,481.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 32,920 shares
    Change vs previous 13F -2,562 shares

    0.27% of the 13F portfolio, value $2,980,599.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors 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 35,482 shares
    Change vs previous 13F -5,481 shares

    0.29% of the 13F portfolio, value $3,160,702.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors 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/A 40,963 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,990,648.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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