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Wealthspire Advisors, LLC: VNQ position timeline

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

Wealthspire Advisors, LLC held 224,731 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,731 shares
    Change vs previous 13F -2,993 shares

    0.12% of the 13F portfolio, value $21,670,824.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 227,724 shares
    Change vs previous 13F -10,796 shares

    0.16% of the 13F portfolio, value $20,199,112.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 238,520 shares
    Change vs previous 13F -239,620 shares

    0.17% of the 13F portfolio, value $21,106,639.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 478,140 shares
    Change vs previous 13F -16,548 shares

    0.23% of the 13F portfolio, value $43,711,592.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 494,688 shares
    Change vs previous 13F -23,474 shares

    0.25% of the 13F portfolio, value $44,056,966.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 518,162 shares
    Change vs previous 13F +249,125 shares

    0.28% of the 13F portfolio, value $46,914,324.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 269,037 shares
    Change vs previous 13F +19,905 shares

    0.24% of the 13F portfolio, value $23,965,910.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 249,132 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $24,273,492.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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