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Woodward Financial Advisors, Inc.: VNQ position timeline

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

Woodward Financial Advisors, Inc. held 13,626 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,626 shares
    Change vs previous 13F -42 shares

    0.44% of the 13F portfolio, value $1,313,964.

    13F-HR 0001951757-26-001261 filed by Woodward Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F 13,668 shares
    Change vs previous 13F +75 shares

    0.46% of the 13F portfolio, value $1,193,648.

    13F-HR 0001951757-26-001642 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  3. period ended2025-12-31
    13F 13,593 shares
    Change vs previous 13F +31 shares

    0.45% of the 13F portfolio, value $1,202,830.

    13F-HR 0001951757-26-001641 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  4. period ended2025-09-30
    13F 13,562 shares
    Change vs previous 13F +54 shares

    0.47% of the 13F portfolio, value $1,239,847.

    13F-HR 0001951757-26-001632 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  5. period ended2025-06-30
    13F 13,508 shares
    Change vs previous 13F +646 shares

    0.5% of the 13F portfolio, value $1,203,042.

    13F-HR 0001951757-26-001643 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  6. period ended2025-03-31
    13F 12,862 shares
    Change vs previous 13F +3 shares

    0.55% of the 13F portfolio, value $1,164,553.

    13F-HR 0001951757-26-001633 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  7. period ended2024-12-31
    13F 12,859 shares
    Change vs previous 13F +5 shares

    0.57% of the 13F portfolio, value $1,145,504.

    13F-HR 0001951757-26-001634 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  8. period ended2024-09-30
    13F 12,854 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,252,242.

    13F-HR 0001951757-26-001635 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested