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WALLER FINANCIAL PLANNING GROUP, INC: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on VNQ, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 16,724 VNQ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,724 shares
    Change vs previous 13F -664 shares

    0.3% of the 13F portfolio, value $1,498,972.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,388 shares
    Change vs previous 13F -6,081 shares

    0.35% of the 13F portfolio, value $1,676,725.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 23,469 shares
    Change vs previous 13F -17,153 shares

    0.46% of the 13F portfolio, value $2,081,700.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 40,622 shares
    Change vs previous 13F -4,752 shares

    0.8% of the 13F portfolio, value $3,594,641.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 45,374 shares
    Change vs previous 13F +348 shares

    0.95% of the 13F portfolio, value $4,148,091.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 45,026 shares
    Change vs previous 13F +2,856 shares

    0.97% of the 13F portfolio, value $4,010,016.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 42,170 shares
    Change vs previous 13F -2,220 shares

    1.07% of the 13F portfolio, value $3,818,072.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 44,390 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $3,954,261.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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