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Disclosery

Whelan Financial: VNQ position timeline

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

Whelan Financial held 245,744 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,744 shares
    Change vs previous 13F -18,742 shares

    6.45% of the 13F portfolio, value $23,697,129.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 264,486 shares
    Change vs previous 13F +4,972 shares

    7.28% of the 13F portfolio, value $23,459,883.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 259,514 shares
    Change vs previous 13F +364 shares

    7.17% of the 13F portfolio, value $22,964,368.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 259,150 shares
    Change vs previous 13F +4,453 shares

    7.51% of the 13F portfolio, value $23,691,520.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 254,697 shares
    Change vs previous 13F +2,131 shares

    8.2% of the 13F portfolio, value $22,683,328.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 252,566 shares
    Change vs previous 13F -423 shares

    8.89% of the 13F portfolio, value $22,867,360.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 252,989 shares
    Change vs previous 13F +1,749 shares

    8.86% of the 13F portfolio, value $22,536,304.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 251,240 shares
    Change vs previous 13F not available

    10.08% of the 13F portfolio, value $24,475,801.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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