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Wiser Advisor Group LLC: VNQ position timeline

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

Wiser Advisor Group LLC held 9,301 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,301 shares
    Change vs previous 13F -12 shares

    0.98% of the 13F portfolio, value $896,935.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor Group 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 9,313 shares
    Change vs previous 13F -674 shares

    1% of the 13F portfolio, value $826,100.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor Group 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 9,987 shares
    Change vs previous 13F +52 shares

    1.01% of the 13F portfolio, value $883,775.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor Group 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 9,935 shares
    Change vs previous 13F +342 shares

    1.13% of the 13F portfolio, value $908,275.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor Group 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 9,593 shares
    Change vs previous 13F +117 shares

    1.48% of the 13F portfolio, value $854,354.

    13F-HR 0002011550-25-000004 filed by Wiser Advisor Group 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 9,476 shares
    Change vs previous 13F +2,253 shares

    1.27% of the 13F portfolio, value $857,935.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor Group 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 7,223 shares
    Change vs previous 13F +327 shares

    0.94% of the 13F portfolio, value $643,437.

    13F-HR 0002011550-25-000001 filed by Wiser Advisor Group 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 6,896 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $671,854.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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