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Disclosery

Financial Planning Hawaii, Inc.: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Planning Hawaii, Inc. on VYM, newest first. How the timeline and the estimate are built.

Financial Planning Hawaii, Inc. held 18,882 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,882 shares
    Change vs previous 13F -591 shares

    1.59% of the 13F portfolio, value $2,930,491.

    13F-HR 0002105146-26-000004 filed by Financial Planning Hawaii, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,473 shares
    Change vs previous 13F -236 shares

    1.65% of the 13F portfolio, value $3,077,253.

    13F-HR 0002105146-26-000003 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,709 shares
    Change vs previous 13F +11 shares

    1.72% of the 13F portfolio, value $2,918,903.

    13F-HR 0002105146-26-000002 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,698 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,827,057.

    13F-HR 0002105146-26-000001 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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