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WBH ADVISORY INC: VNQ position timeline

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

WBH ADVISORY INC held 24,407 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,407 shares
    Change vs previous 13F -651 shares

    0.16% of the 13F portfolio, value $2,353,541.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 25,058 shares
    Change vs previous 13F -424 shares

    0.17% of the 13F portfolio, value $2,230,700.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 25,482 shares
    Change vs previous 13F -797 shares

    0.17% of the 13F portfolio, value $2,254,873.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 26,279 shares
    Change vs previous 13F -846 shares

    0.18% of the 13F portfolio, value $2,402,395.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 27,125 shares
    Change vs previous 13F +1,178 shares

    0.21% of the 13F portfolio, value $2,415,709.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,947 shares
    Change vs previous 13F -1,139 shares

    0.22% of the 13F portfolio, value $2,349,267.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 27,086 shares
    Change vs previous 13F -1,372 shares

    0.22% of the 13F portfolio, value $2,412,830.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,458 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,772,409.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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