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Wrenne Financial Planning LLC: VNQ position timeline

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

Wrenne Financial Planning LLC held 219,084 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,084 shares
    Change vs previous 13F +10,995 shares

    7.13% of the 13F portfolio, value $21,126,248.

    13F-HR 0001172661-26-002804 filed by Wrenne Financial Planning 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 208,089 shares
    Change vs previous 13F +8,357 shares

    7.24% of the 13F portfolio, value $18,457,467.

    13F-HR 0001172661-26-002011 filed by Wrenne Financial Planning 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 199,732 shares
    Change vs previous 13F +16,069 shares

    7.19% of the 13F portfolio, value $17,674,308.

    13F-HR 0001172661-26-000586 filed by Wrenne Financial Planning 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 183,663 shares
    Change vs previous 13F +15,706 shares

    7.18% of the 13F portfolio, value $16,790,532.

    13F-HR 0001172661-25-004684 filed by Wrenne Financial Planning 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 167,957 shares
    Change vs previous 13F +24,502 shares

    7% of the 13F portfolio, value $14,958,271.

    13F-HR 0001172661-25-003118 filed by Wrenne Financial Planning 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 143,455 shares
    Change vs previous 13F +12,743 shares

    6.9% of the 13F portfolio, value $12,988,468.

    13F-HR 0001172661-25-001738 filed by Wrenne Financial Planning 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 130,712 shares
    Change vs previous 13F +8,939 shares

    6.62% of the 13F portfolio, value $11,643,860.

    13F-HR 0001172661-25-000629 filed by Wrenne Financial Planning 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 121,773 shares
    Change vs previous 13F not available

    7.07% of the 13F portfolio, value $11,863,093.

    13F-HR 0001172661-24-004540 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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