WEBSTERROGERS FINANCIAL ADVISORS, LLC: VNQI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEBSTERROGERS FINANCIAL ADVISORS, LLC on VNQI, newest first. How the timeline and the estimate are built.
WEBSTERROGERS FINANCIAL ADVISORS, LLC held 36,107 VNQI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 36,107 sharesChange vs previous 13F +2,519 shares
0.41% of the 13F portfolio, value $1,619,422.
13F-HR 0001725547-26-000228 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 33,588 sharesChange vs previous 13F +2,030 shares
0.43% of the 13F portfolio, value $1,493,009.
13F-HR 0001725547-26-000130 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,558 sharesChange vs previous 13F +783 shares
0.42% of the 13F portfolio, value $1,446,642.
13F-HR 0001725547-26-000006 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,775 sharesChange vs previous 13F +1,149 shares
0.44% of the 13F portfolio, value $1,469,220.
13F-HR 0001725547-25-004100 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,626 sharesChange vs previous 13F +439 shares
0.43% of the 13F portfolio, value $1,367,261.
13F-HR 0001725547-25-003392 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,187 sharesChange vs previous 13F +1,707 shares
0.4% of the 13F portfolio, value $1,180,925.
13F-HR 0001725547-25-001321 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,480 sharesChange vs previous 13F +416 shares
0.38% of the 13F portfolio, value $1,087,127.
13F-HR 0001725547-25-000085 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,064 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $1,269,594.
13F-HR 0001725547-24-005911 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).