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Waldron Private Wealth LLC: VNQ position timeline

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

Waldron Private Wealth LLC held 36,494 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,494 shares
    Change vs previous 13F +1,601 shares

    0.12% of the 13F portfolio, value $3,519,120.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 34,893 shares
    Change vs previous 13F -1,370 shares

    0.12% of the 13F portfolio, value $3,095,011.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 36,263 shares
    Change vs previous 13F +37 shares

    0.13% of the 13F portfolio, value $3,208,915.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 36,226 shares
    Change vs previous 13F -92 shares

    0.13% of the 13F portfolio, value $3,311,783.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 36,318 shares
    Change vs previous 13F -2,701 shares

    0.14% of the 13F portfolio, value $3,234,482.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 39,019 shares
    Change vs previous 13F -5,443 shares

    0.17% of the 13F portfolio, value $3,532,784.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 44,462 shares
    Change vs previous 13F -1,403 shares

    0.16% of the 13F portfolio, value $3,960,671.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 45,865 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,505,450.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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