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Disclosery

Waterford Advisors, LLC: VNQ position timeline

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

Waterford Advisors, LLC held 16,744 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,744 shares
    Change vs previous 13F +1 shares

    0.44% of the 13F portfolio, value $1,614,600.

    13F-HR 0001960657-26-000003 filed by Waterford 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 16,743 shares
    Change vs previous 13F +16,743 shares

    0.46% of the 13F portfolio, value $1,462,209.

    13F-HR 0001960657-26-000002 filed by Waterford 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 0 shares
    Change vs previous 13F -17,832 shares

    13F-HR 0001960657-26-000001 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 17,832 shares
    Change vs previous 13F +14,144 shares

    0.56% of the 13F portfolio, value $1,630,192.

    13F-HR 0001960657-25-000007 filed by Waterford 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 3,688 shares
    Change vs previous 13F -17,219 shares

    0.75% of the 13F portfolio, value $1,862,032.

    13F-HR 0001960657-25-000005 filed by Waterford 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 20,907 shares
    Change vs previous 13F -422 shares

    0.79% of the 13F portfolio, value $1,892,949.

    13F-HR 0001960657-25-000002 filed by Waterford 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 21,329 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $1,899,990.

    13F-HR 0001960657-25-000001 filed by Waterford 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 21,329 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,077,823.

    13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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