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West Financial Advisors, LLC: VNQ position timeline

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

West Financial Advisors, LLC held 174,613 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,613 shares
    Change vs previous 13F +4,234 shares

    2.56% of the 13F portfolio, value $16,837,956.

    13F-HR 0001843684-26-000003 filed by West Financial 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 170,379 shares
    Change vs previous 13F +2,253 shares

    2.57% of the 13F portfolio, value $15,112,626.

    13F-HR 0001843684-26-000002 filed by West Financial 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 168,126 shares
    Change vs previous 13F +4,223 shares

    2.51% of the 13F portfolio, value $14,877,499.

    13F-HR 0001843684-26-000001 filed by West Financial 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 163,903 shares
    Change vs previous 13F +147,816 shares

    2.48% of the 13F portfolio, value $14,984,019.

    13F-HR 0001843684-25-000007 filed by West Financial 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 16,087 shares
    Change vs previous 13F +593 shares

    0.25% of the 13F portfolio, value $1,432,718.

    13F-HR 0001843684-25-000005 filed by West Financial 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 15,494 shares
    Change vs previous 13F -822 shares

    0.27% of the 13F portfolio, value $1,402,853.

    13F-HR 0001843684-25-000003 filed by West Financial 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 16,316 shares
    Change vs previous 13F +372 shares

    0.28% of the 13F portfolio, value $1,453,462.

    13F-HR 0001843684-25-000001 filed by West Financial 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 15,944 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,553,221.

    13F-HR 0001843684-24-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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