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Wela Strategies, Inc.: VNQ position timeline

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

Wela Strategies, Inc. held 126,162 VNQ shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 126,162 shares
    Change vs previous 13F +7,190 shares

    4.37% of the 13F portfolio, value $11,533,685.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 118,972 shares
    Change vs previous 13F +2,548 shares

    4.18% of the 13F portfolio, value $10,595,695.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 116,424 shares
    Change vs previous 13F +5,120 shares

    4.45% of the 13F portfolio, value $10,540,982.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 111,304 shares
    Change vs previous 13F +5,298 shares

    4.27% of the 13F portfolio, value $9,914,931.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 106,006 shares
    Change vs previous 13F -4,173 shares

    4.5% of the 13F portfolio, value $10,327,032.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 110,179 shares
    Change vs previous 13F +1,546 shares

    4.3% of the 13F portfolio, value $9,228,651.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 108,633 shares
    Change vs previous 13F +702 shares

    4.44% of the 13F portfolio, value $9,394,533.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 107,931 shares
    Change vs previous 13F not available

    5.12% of the 13F portfolio, value $9,536,721.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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