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Forbes Financial Planning, Inc.: VBK position timeline

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

Forbes Financial Planning, Inc. held 29,829 VBK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,829 shares
    Change vs previous 13F -86 shares

    5.85% of the 13F portfolio, value $10,908,373.

    13F-HR 0001911316-26-000003 filed by Forbes Financial Planning, Inc.
    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 29,915 shares
    Change vs previous 13F +1,876 shares

    5.22% of the 13F portfolio, value $9,041,897.

    13F-HR 0001911316-26-000002 filed by Forbes Financial Planning, Inc.
    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 28,039 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $8,471,398.

    13F-HR 0001911316-26-000001 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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