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Steward Partners Investment Advisory, LLC: VNQ position timeline

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

Steward Partners Investment Advisory, LLC held 309,861 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 309,861 shares
    Change vs previous 13F -327,767 shares

    0.15% of the 13F portfolio, value $29,879,891.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 637,628 shares
    Change vs previous 13F +17,291 shares

    0.29% of the 13F portfolio, value $56,557,600.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 620,337 shares
    Change vs previous 13F +80,594 shares

    0.3% of the 13F portfolio, value $54,893,609.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 539,743 shares
    Change vs previous 13F +399,315 shares

    0.28% of the 13F portfolio, value $49,343,386.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 140,428 shares
    Change vs previous 13F +5,910 shares

    0.1% of the 13F portfolio, value $12,506,503.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 134,518 shares
    Change vs previous 13F +10,604 shares

    0.11% of the 13F portfolio, value $12,179,229.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 123,914 shares
    Change vs previous 13F +6,555 shares

    0.1% of the 13F portfolio, value $11,038,265.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 117,359 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,433,098.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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