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Forbes Financial Planning, Inc.: VCSH position timeline

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

Forbes Financial Planning, Inc. held 202,765 VCSH 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 202,765 shares
    Change vs previous 13F -2,116 shares

    8.6% of the 13F portfolio, value $16,024,485.

    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 204,881 shares
    Change vs previous 13F +10,343 shares

    9.38% of the 13F portfolio, value $16,240,956.

    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 194,538 shares
    Change vs previous 13F +27,630 shares

    9.07% of the 13F portfolio, value $15,520,601.

    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 166,908 shares
    Change vs previous 13F +1,022 shares

    8.9% of the 13F portfolio, value $13,462,468.

    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 165,886 shares
    Change vs previous 13F +78,831 shares

    8.91% of the 13F portfolio, value $13,187,963.

    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 87,055 shares
    Change vs previous 13F -2,669 shares

    5.09% of the 13F portfolio, value $6,872,158.

    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 89,724 shares
    Change vs previous 13F -1,888 shares

    3.39% of the 13F portfolio, value $6,999,381.

    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 91,612 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $7,275,858.

    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).