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Spruce Investment Advisors LLC: VNQ position timeline

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

Spruce Investment Advisors LLC held 7,432 VNQ shares at 2017-12-31 per its 13F-HR filed 2018-02-14.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 7,432 shares
    Change vs previous 13F -669 shares

    1.27% of the 13F portfolio, value $617,000.

    13F-HR 0001172661-18-000594 filed by Spruce 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 ended2017-09-30
    13F 8,101 shares
    Change vs previous 13F -235 shares

    1.3% of the 13F portfolio, value $673,000.

    13F-HR 0001172661-17-001916 filed by Spruce 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 ended2017-06-30
    13F 8,336 shares
    Change vs previous 13F -7,210 shares

    1.23% of the 13F portfolio, value $694,000.

    13F-HR 0001172661-17-001488 filed by Spruce 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 ended2017-03-31
    13F 15,546 shares
    Change vs previous 13F +8,370 shares

    1.48% of the 13F portfolio, value $1,284,000.

    13F-HR 0001172661-17-000979 filed by Spruce 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 ended2016-12-31
    13F 7,176 shares
    Change vs previous 13F +7,176 shares

    0.46% of the 13F portfolio, value $592,000.

    13F-HR 0001172661-17-000288 filed by Spruce 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 ended2016-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001172661-16-003214 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.