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Disclosery

BWM Planning, LLC: VEU position timeline

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

BWM Planning, LLC held 16,632 VEU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,632 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,392,930.

    13F-HR 0001754960-26-000620 filed by BWM 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 16,632 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,249,063.

    13F-HR 0001754960-26-000306 filed by BWM 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 16,632 shares
    Change vs previous 13F +832 shares

    0.33% of the 13F portfolio, value $1,223,450.

    13F-HR 0001754960-26-000044 filed by BWM 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 15,800 shares
    Change vs previous 13F +281 shares

    0.34% of the 13F portfolio, value $1,127,646.

    13F-HR 0001754960-25-000742 filed by BWM 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 15,519 shares
    Change vs previous 13F +11,829 shares

    0.36% of the 13F portfolio, value $1,043,187.

    13F-HR 0001754960-25-000568 filed by BWM 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 3,690 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $223,835.

    13F-HR 0001085146-25-003157 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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