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

Fee-Only Financial Planning, L.C. held 10,520 VXF 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 10,520 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $2,590,129.

    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 10,520 shares
    Change vs previous 13F -674 shares

    1.31% of the 13F portfolio, value $2,165,016.

    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 11,194 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $2,340,889.

    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 11,194 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $2,343,352.

    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 11,194 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $2,157,196.

    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 11,194 shares
    Change vs previous 13F -60 shares

    1.32% of the 13F portfolio, value $1,928,278.

    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 11,254 shares
    Change vs previous 13F -53 shares

    1.38% of the 13F portfolio, value $2,138,035.

    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 11,307 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,057,761.

    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).