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Disclosery

Winter & Associates, Inc.: VNQ position timeline

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

Winter & Associates, Inc. held 2,910 VNQ 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 2,910 shares
    Change vs previous 13F -5,845 shares

    0.21% of the 13F portfolio, value $280,611.

    13F-HR 0002109063-26-000003 filed by Winter & Associates, 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 8,755 shares
    Change vs previous 13F -1,772 shares

    0.69% of the 13F portfolio, value $791,114.

    13F-HR 0002109063-26-000002 filed by Winter & Associates, 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 10,527 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $931,542.

    13F-HR 0002109063-26-000001 filed by Winter & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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