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

Fee-Only Financial Planning, L.C. held 160,709 VTV 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 160,709 shares
    Change vs previous 13F -3,682 shares

    18.77% of the 13F portfolio, value $35,023,278.

    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 164,391 shares
    Change vs previous 13F -2,239 shares

    19.47% of the 13F portfolio, value $32,253,484.

    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 166,630 shares
    Change vs previous 13F -2,785 shares

    18.55% of the 13F portfolio, value $31,824,634.

    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 169,415 shares
    Change vs previous 13F -1,473 shares

    18.43% of the 13F portfolio, value $31,594,174.

    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 170,888 shares
    Change vs previous 13F +903 shares

    18.7% of the 13F portfolio, value $30,202,718.

    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 169,985 shares
    Change vs previous 13F -2,916 shares

    20.04% of the 13F portfolio, value $29,363,182.

    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 172,901 shares
    Change vs previous 13F -4,165 shares

    18.91% of the 13F portfolio, value $29,272,113.

    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 177,066 shares
    Change vs previous 13F not available

    19.8% of the 13F portfolio, value $30,910,384.

    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).