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William Howard & Co Financial Advisors Inc: VNQI position timeline

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

William Howard & Co Financial Advisors Inc held 22,558 VNQI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,558 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,011,766.

    13F-HR 0002063364-26-000188 filed by William Howard & Co Financial Advisors Inc
    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 22,558 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,002,743.

    13F-HR 0002063364-26-000138 filed by William Howard & Co 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 ended2025-12-31
    13F 22,558 shares
    Change vs previous 13F +124 shares

    0.87% of the 13F portfolio, value $1,034,099.

    13F-HR 0002063364-26-000012 filed by William Howard & Co 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 ended2025-09-30
    13F 22,434 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,071,007.

    13F-HR 0002063364-25-000242 filed by William Howard & Co 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 ended2025-06-30
    13F 22,434 shares
    Change vs previous 13F -121 shares

    0.9% of the 13F portfolio, value $1,035,337.

    13F-HR 0002063364-25-000115 filed by William Howard & Co 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 ended2025-03-31
    13F 22,555 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $912,582.

    13F-HR 0002063364-25-000037 filed by William Howard & Co 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 ended2024-12-31
    13F 22,555 shares
    Change vs previous 13F -2,781 shares

    0.81% of the 13F portfolio, value $892,000.

    13F-HR 0002011188-25-000004 filed by William Howard & Co 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 ended2024-09-30
    13F 25,336 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,189,000.

    13F-HR 0002023493-24-000008 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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