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Disclosery

Bernardo Wealth Planning LLC: VT position timeline

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

Bernardo Wealth Planning LLC held 80,088 VT 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 80,088 shares
    Change vs previous 13F +78,035 shares

    2.15% of the 13F portfolio, value $12,569,766.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth 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 2,053 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $284,000.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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