Fee-Only Financial Planning, L.C.: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fee-Only Financial Planning, L.C. on VB, newest first. How the timeline and the estimate are built.
Fee-Only Financial Planning, L.C. held 42,733 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 42,733 sharesChange vs previous 13F -256 shares
6.94% of the 13F portfolio, value $12,953,365.
13F-HR 0001954044-26-000003 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 42,989 sharesChange vs previous 13F -571 shares
6.8% of the 13F portfolio, value $11,259,798.
13F-HR 0001954044-26-000002 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 43,560 sharesChange vs previous 13F -247 shares
6.55% of the 13F portfolio, value $11,236,419.
13F-HR 0001954044-26-000001 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,807 sharesChange vs previous 13F -12 shares
6.5% of the 13F portfolio, value $11,139,359.
13F-HR 0001954044-25-000006 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 43,819 sharesChange vs previous 13F +390 shares
6.43% of the 13F portfolio, value $10,384,334.
13F-HR 0001954044-25-000004 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 43,429 sharesChange vs previous 13F -337 shares
6.57% of the 13F portfolio, value $9,630,481.
13F-HR 0001954044-25-000003 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,766 sharesChange vs previous 13F -148 shares
6.79% of the 13F portfolio, value $10,516,204.
13F-HR 0001954044-25-000001 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 43,914 sharesChange vs previous 13F not available
6.67% of the 13F portfolio, value $10,416,948.
13F-HR 0001954044-24-000007 filed by Fee-Only Financial Planning, L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).