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Disclosery

Financial Life Planners: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Life Planners on V, newest first. How the timeline and the estimate are built.

Financial Life Planners held 134 V shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $45,846.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 184 shares
    Change vs previous 13F -1,263 shares

    0.04% of the 13F portfolio, value $55,700.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 1,447 shares
    Change vs previous 13F -131 shares

    0.36% of the 13F portfolio, value $507,463.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    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 1,578 shares
    Change vs previous 13F +151 shares

    0.36% of the 13F portfolio, value $538,843.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 1,427 shares
    Change vs previous 13F +1,139 shares

    0.41% of the 13F portfolio, value $506,603.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    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 288 shares
    Change vs previous 13F -10 shares

    0.1% of the 13F portfolio, value $101,047.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 298 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $94,133.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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