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Disclosery

Elser Financial Planning, Inc: VTES position timeline

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

Elser Financial Planning, Inc held 5,618 VTES 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 5,618 shares
    Change vs previous 13F +1,673 shares

    0.02% of the 13F portfolio, value $569,160.

    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 3,945 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $398,662.

    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 3,945 shares
    Change vs previous 13F +1,828 shares

    0.29% of the 13F portfolio, value $400,713.

    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 2,117 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $215,172.

    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).