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Disclosery

SWAN Capital LLC: VNQ position timeline

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

SWAN Capital LLC held 230,437 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 230,437 shares
    Change vs previous 13F +7,908 shares

    7.6% of the 13F portfolio, value $22,221,085.

    13F-HR 0001952722-26-000003 filed by SWAN Capital 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 222,529 shares
    Change vs previous 13F +22,015 shares

    7.26% of the 13F portfolio, value $19,738,329.

    13F-HR 0001952722-26-000002 filed by SWAN Capital 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 200,514 shares
    Change vs previous 13F +17,352 shares

    6.9% of the 13F portfolio, value $17,743,455.

    13F-HR 0001952722-26-000001 filed by SWAN Capital 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 183,162 shares
    Change vs previous 13F +27,827 shares

    6.79% of the 13F portfolio, value $16,744,657.

    13F-HR 0001952722-25-000002 filed by SWAN Capital 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 155,335 shares
    Change vs previous 13F -30,245 shares

    6.01% of the 13F portfolio, value $13,834,175.

    13F-HR 0001986042-25-000015 filed by SWAN Capital 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 185,580 shares
    Change vs previous 13F +7,349 shares

    7.76% of the 13F portfolio, value $16,802,402.

    13F-HR 0001986042-25-000010 filed by SWAN Capital 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 178,231 shares
    Change vs previous 13F +20,078 shares

    7.75% of the 13F portfolio, value $15,876,800.

    13F-HR 0001986042-25-000006 filed by SWAN Capital 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 158,153 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $15,407,278.

    13F-HR 0001986042-24-000021 filed by SWAN Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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