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Fee-Only Financial Planning, L.C.: VBK 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 VBK, newest first. How the timeline and the estimate are built.

Fee-Only Financial Planning, L.C. held 29,523 VBK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,523 shares
    Change vs previous 13F -315 shares

    5.79% of the 13F portfolio, value $10,796,561.

    13F-HR 0001954044-26-000003 filed by Fee-Only Financial Planning, L.C.
    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 29,838 shares
    Change vs previous 13F -179 shares

    5.44% of the 13F portfolio, value $9,018,536.

    13F-HR 0001954044-26-000002 filed by Fee-Only Financial Planning, L.C.
    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 30,017 shares
    Change vs previous 13F -230 shares

    5.29% of the 13F portfolio, value $9,068,436.

    13F-HR 0001954044-26-000001 filed by Fee-Only Financial Planning, L.C.
    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 30,247 shares
    Change vs previous 13F +8 shares

    5.25% of the 13F portfolio, value $9,002,112.

    13F-HR 0001954044-25-000006 filed by Fee-Only Financial Planning, L.C.
    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 30,239 shares
    Change vs previous 13F +79 shares

    5.18% of the 13F portfolio, value $8,374,389.

    13F-HR 0001954044-25-000004 filed by Fee-Only Financial Planning, L.C.
    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 30,160 shares
    Change vs previous 13F -108 shares

    5.18% of the 13F portfolio, value $7,593,383.

    13F-HR 0001954044-25-000003 filed by Fee-Only Financial Planning, L.C.
    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 30,268 shares
    Change vs previous 13F -795 shares

    5.48% of the 13F portfolio, value $8,476,856.

    13F-HR 0001954044-25-000001 filed by Fee-Only Financial Planning, L.C.
    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 31,063 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $8,305,314.

    13F-HR 0001954044-24-000007 filed by Fee-Only Financial Planning, L.C.
    Filed (acceptance time not in the bulk data set), ingested

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