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Wedmont Private Capital: VNQ position timeline

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

Wedmont Private Capital held 32,207 VNQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,207 shares
    Change vs previous 13F -789 shares

    0.07% of the 13F portfolio, value $2,877,728.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,996 shares
    Change vs previous 13F -6,608 shares

    0.09% of the 13F portfolio, value $3,211,155.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 39,604 shares
    Change vs previous 13F +5,916 shares

    0.12% of the 13F portfolio, value $3,648,321.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,688 shares
    Change vs previous 13F -2,612 shares

    0.1% of the 13F portfolio, value $2,981,362.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,300 shares
    Change vs previous 13F +2,009 shares

    0.12% of the 13F portfolio, value $3,275,350.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 34,291 shares
    Change vs previous 13F +115 shares

    0.13% of the 13F portfolio, value $3,058,410.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 34,176 shares
    Change vs previous 13F +5,756 shares

    0.15% of the 13F portfolio, value $2,858,156.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,420 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,431,317.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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