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

Fee-Only Financial Planning, L.C. held 99,219 VEU 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 99,219 shares
    Change vs previous 13F -962 shares

    4.45% of the 13F portfolio, value $8,309,591.

    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 100,181 shares
    Change vs previous 13F -232 shares

    4.54% of the 13F portfolio, value $7,523,593.

    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 100,413 shares
    Change vs previous 13F -542 shares

    4.31% of the 13F portfolio, value $7,386,380.

    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 100,955 shares
    Change vs previous 13F -889 shares

    4.2% of the 13F portfolio, value $7,205,158.

    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 101,844 shares
    Change vs previous 13F +1,003 shares

    4.24% of the 13F portfolio, value $6,845,954.

    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 100,841 shares
    Change vs previous 13F -412 shares

    4.18% of the 13F portfolio, value $6,117,015.

    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 101,253 shares
    Change vs previous 13F -3,239 shares

    3.75% of the 13F portfolio, value $5,812,935.

    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 104,492 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $6,582,996.

    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).