Skip to content
Disclosery

Forbes Financial Planning, Inc.: VBR position timeline

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

Forbes Financial Planning, Inc. held 53,767 VBR 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 53,767 shares
    Change vs previous 13F -312 shares

    7.01% of the 13F portfolio, value $13,064,852.

    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 54,079 shares
    Change vs previous 13F +1,833 shares

    6.79% of the 13F portfolio, value $11,748,582.

    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 52,246 shares
    Change vs previous 13F +6,920 shares

    6.47% of the 13F portfolio, value $11,065,881.

    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).

  4. period ended2025-09-30
    13F 45,326 shares
    Change vs previous 13F +752 shares

    6.31% of the 13F portfolio, value $9,541,136.

    13F-HR 0001911316-25-000002 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).

  5. period ended2025-06-30
    13F 44,574 shares
    Change vs previous 13F -2,793 shares

    5.87% of the 13F portfolio, value $8,692,311.

    13F-HR 0001085146-25-004580 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).

  6. period ended2025-03-31
    13F 47,367 shares
    Change vs previous 13F -739 shares

    6.54% of the 13F portfolio, value $8,823,928.

    13F-HR 0001085146-25-002768 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).

  7. period ended2024-12-31
    13F 48,106 shares
    Change vs previous 13F +136 shares

    4.62% of the 13F portfolio, value $9,533,645.

    13F-HR 0001085146-25-000965 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).

  8. period ended2024-09-30
    13F 47,970 shares
    Change vs previous 13F not available

    6.94% of the 13F portfolio, value $9,631,497.

    13F-HR 0001085146-24-005213 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).