Donalies Financial Planning, LLC: VXUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Donalies Financial Planning, LLC on VXUS, newest first. How the timeline and the estimate are built.
Donalies Financial Planning, LLC held 17,529 VXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 17,529 sharesChange vs previous 13F +138 shares
1.1% of the 13F portfolio, value $1,498,534.
13F-HR 0002111587-26-000003 filed by Donalies Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,391 sharesChange vs previous 13F -291 shares
1.14% of the 13F portfolio, value $1,341,049.
13F-HR 0002111587-26-000002 filed by Donalies Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,682 sharesChange vs previous 13F not available
1.14% of the 13F portfolio, value $1,333,896.
13F-HR 0002111587-26-000001 filed by Donalies Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).