Position in VMRK
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$887
-$125 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Whipplewood Advisors, LLC holds $3,253 across 3 REIT - Residential names.
All Filings in VMRK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $887 | 15 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $1,012 | 15 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,074 | 107 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $13,059 | 182 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||