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WestHill Financial Advisors, Inc.: VNQ position timeline

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

WestHill Financial Advisors, Inc. held 85,758 VNQ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 85,758 shares
    Change vs previous 13F +3,741 shares

    1.29% of the 13F portfolio, value $7,686,491.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 82,017 shares
    Change vs previous 13F -373 shares

    1.35% of the 13F portfolio, value $7,908,912.

    13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
    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 82,390 shares
    Change vs previous 13F +4,247 shares

    1.4% of the 13F portfolio, value $7,308,017.

    13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
    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 78,143 shares
    Change vs previous 13F +1,051 shares

    1.31% of the 13F portfolio, value $6,914,868.

    13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
    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 77,092 shares
    Change vs previous 13F +4,756 shares

    1.38% of the 13F portfolio, value $7,047,786.

    13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
    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 72,336 shares
    Change vs previous 13F -150 shares

    1.37% of the 13F portfolio, value $6,442,252.

    13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
    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 72,486 shares
    Change vs previous 13F +5,838 shares

    1.5% of the 13F portfolio, value $6,562,865.

    13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
    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 66,648 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $5,936,960.

    13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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