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TCV Trust & Wealth Management, Inc.: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCV Trust & Wealth Management, Inc. on VNQ, newest first. How the timeline and the estimate are built.

TCV Trust & Wealth Management, Inc. held 191,852 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,852 shares
    Change vs previous 13F +1,457 shares

    1.4% of the 13F portfolio, value $18,500,287.

    13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, Inc.
    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 190,395 shares
    Change vs previous 13F +1,902 shares

    1.42% of the 13F portfolio, value $16,888,036.

    13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, Inc.
    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 188,493 shares
    Change vs previous 13F +6,771 shares

    1.35% of the 13F portfolio, value $16,679,744.

    13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, Inc.
    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 181,722 shares
    Change vs previous 13F +1,671 shares

    1.39% of the 13F portfolio, value $16,613,024.

    13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, Inc.
    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 180,051 shares
    Change vs previous 13F +426 shares

    1.4% of the 13F portfolio, value $16,035,341.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, Inc.
    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 179,625 shares
    Change vs previous 13F +184 shares

    1.51% of the 13F portfolio, value $16,263,247.

    13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, Inc.
    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 179,441 shares
    Change vs previous 13F +847 shares

    1.48% of the 13F portfolio, value $15,984,603.

    13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, Inc.
    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 178,594 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $17,398,627.

    13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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