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

Fee-Only Financial Planning, L.C. held 7,093 VOT 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 7,093 shares
    Change vs previous 13F +30 shares

    1.16% of the 13F portfolio, value $2,172,586.

    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 7,063 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $1,817,663.

    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 7,063 shares
    Change vs previous 13F -15 shares

    1.15% of the 13F portfolio, value $1,971,566.

    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 7,078 shares
    Change vs previous 13F -72 shares

    1.21% of the 13F portfolio, value $2,079,446.

    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 7,150 shares
    Change vs previous 13F -5 shares

    1.26% of the 13F portfolio, value $2,033,388.

    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 7,155 shares
    Change vs previous 13F +95 shares

    1.19% of the 13F portfolio, value $1,750,399.

    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 7,060 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $1,791,475.

    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 7,060 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,718,898.

    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).