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VSM Wealth Advisory, LLC: VNQ position timeline

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

VSM Wealth Advisory, LLC held 5,700 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,700 shares
    Change vs previous 13F -711 shares

    0.15% of the 13F portfolio, value $549,663.

    13F-HR 0002050660-26-000003 filed by VSM Wealth 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 6,411 shares
    Change vs previous 13F -1,099 shares

    0.17% of the 13F portfolio, value $568,647.

    13F-HR 0002050660-26-000002 filed by VSM Wealth 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 7,510 shares
    Change vs previous 13F -1,511 shares

    0.2% of the 13F portfolio, value $664,605.

    13F-HR 0002050660-26-000001 filed by VSM Wealth 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 9,021 shares
    Change vs previous 13F -2,122 shares

    0.26% of the 13F portfolio, value $824,723.

    13F-HR 0002050660-25-000007 filed by VSM Wealth 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 11,143 shares
    Change vs previous 13F -1,651 shares

    0.33% of the 13F portfolio, value $992,378.

    13F-HR 0002050660-25-000006 filed by VSM Wealth 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 12,794 shares
    Change vs previous 13F -4,571 shares

    0.42% of the 13F portfolio, value $1,158,365.

    13F-HR 0002050660-25-000003 filed by VSM Wealth 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 17,365 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,546,840.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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