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Disclosery

Elser Financial Planning, Inc: VTEI position timeline

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

Elser Financial Planning, Inc held 19,952 VTEI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,952 shares
    Change vs previous 13F +12,920 shares

    0.09% of the 13F portfolio, value $2,014,505.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, Inc
    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 7,032 shares
    Change vs previous 13F +24 shares

    0.03% of the 13F portfolio, value $703,396.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, Inc
    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 7,008 shares
    Change vs previous 13F +522 shares

    0.51% of the 13F portfolio, value $706,663.

    13F-HR 0001754960-26-000078 filed by Elser Financial Planning, Inc
    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 6,486 shares
    Change vs previous 13F +6,486 shares

    0.78% of the 13F portfolio, value $649,438.

    13F-HR 0001754960-25-000711 filed by Elser Financial Planning, Inc
    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/A 0 shares
    Change vs previous 13F -9,445 shares

    13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 9,445 shares
    Change vs previous 13F -365 shares

    1.29% of the 13F portfolio, value $933,341.

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, Inc
    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 9,810 shares
    Change vs previous 13F +6,278 shares

    0.07% of the 13F portfolio, value $975,002.

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, Inc
    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 3,532 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $357,389.

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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