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Disclosery

WOODWARD DIVERSIFIED CAPITAL, LLC: VNQ position timeline

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

WOODWARD DIVERSIFIED CAPITAL, LLC held 10,279 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,279 shares
    Change vs previous 13F -1,365 shares

    0.44% of the 13F portfolio, value $991,204.

    13F-HR 0001846177-26-000003 filed by WOODWARD DIVERSIFIED CAPITAL, 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 11,644 shares
    Change vs previous 13F +11,644 shares

    0.51% of the 13F portfolio, value $1,125,742.

    13F-HR 0001846177-26-000002 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,143 shares

    13F-HR 0001085146-25-003970 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 5,143 shares
    Change vs previous 13F +635 shares

    0.33% of the 13F portfolio, value $465,647.

    13F-HR 0001085146-25-002553 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 4,508 shares
    Change vs previous 13F -5,930 shares

    0.3% of the 13F portfolio, value $401,573.

    13F-HR 0001085146-25-000532 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 10,438 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,016,870.

    13F-HR 0001085146-24-005289 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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