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Warren Street Wealth Advisors, LLC: VNQI position timeline

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

Warren Street Wealth Advisors, LLC held 120,572 VNQI 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 120,572 shares
    Change vs previous 13F +5,201 shares

    1.22% of the 13F portfolio, value $5,407,645.

    13F-HR 0002085853-26-000803 filed by Warren Street Wealth Advisors, 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 115,371 shares
    Change vs previous 13F +6,439 shares

    1.31% of the 13F portfolio, value $5,128,259.

    13F-HR 0002085853-26-000398 filed by Warren Street Wealth Advisors, 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 108,932 shares
    Change vs previous 13F +2,348 shares

    1.43% of the 13F portfolio, value $4,993,451.

    13F-HR 0002085853-26-000146 filed by Warren Street Wealth Advisors, 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 106,584 shares
    Change vs previous 13F +53 shares

    1.53% of the 13F portfolio, value $5,088,322.

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth Advisors, 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 106,531 shares
    Change vs previous 13F +8,188 shares

    1.63% of the 13F portfolio, value $4,916,407.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth Advisors, 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 98,343 shares
    Change vs previous 13F +9,454 shares

    1.56% of the 13F portfolio, value $3,978,959.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth Advisors, 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 88,889 shares
    Change vs previous 13F +3,022 shares

    1.44% of the 13F portfolio, value $3,516,450.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth Advisors, 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 85,867 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,028,021.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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