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VERITY Wealth Advisors: VNQ position timeline

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

VERITY Wealth Advisors held 23,020 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,020 shares
    Change vs previous 13F +172 shares

    1.34% of the 13F portfolio, value $2,219,860.

    13F-HR 0001763138-26-000004 filed by VERITY Wealth Advisors
    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 22,848 shares
    Change vs previous 13F -1,864 shares

    1.35% of the 13F portfolio, value $2,026,626.

    13F-HR 0001763138-26-000002 filed by VERITY Wealth Advisors
    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 24,712 shares
    Change vs previous 13F +113 shares

    1.36% of the 13F portfolio, value $2,186,721.

    13F-HR 0001763138-26-000001 filed by VERITY Wealth Advisors
    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 24,599 shares
    Change vs previous 13F +747 shares

    1.42% of the 13F portfolio, value $2,248,873.

    13F-HR 0001763138-25-000007 filed by VERITY Wealth Advisors
    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 23,852 shares
    Change vs previous 13F +1,653 shares

    1.43% of the 13F portfolio, value $2,124,268.

    13F-HR 0001763138-25-000005 filed by VERITY Wealth Advisors
    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 22,199 shares
    Change vs previous 13F -1,377 shares

    1.49% of the 13F portfolio, value $2,009,859.

    13F-HR 0001763138-25-000004 filed by VERITY Wealth Advisors
    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 23,576 shares
    Change vs previous 13F +131 shares

    1.52% of the 13F portfolio, value $2,100,168.

    13F-HR 0001763138-25-000001 filed by VERITY Wealth Advisors
    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 23,445 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,283,998.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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