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Forbes Financial Planning, Inc.: VTV position timeline

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

Forbes Financial Planning, Inc. held 52,084 VTV 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 52,084 shares
    Change vs previous 13F -69 shares

    6.09% of the 13F portfolio, value $11,350,708.

    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 52,153 shares
    Change vs previous 13F +1,788 shares

    5.91% of the 13F portfolio, value $10,232,380.

    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 50,365 shares
    Change vs previous 13F +15,534 shares

    5.62% of the 13F portfolio, value $9,619,689.

    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 34,831 shares
    Change vs previous 13F +407 shares

    4.33% of the 13F portfolio, value $6,549,993.

    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 34,424 shares
    Change vs previous 13F -5,371 shares

    4.11% of the 13F portfolio, value $6,084,158.

    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 39,795 shares
    Change vs previous 13F -878 shares

    5.09% of the 13F portfolio, value $6,874,115.

    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 40,673 shares
    Change vs previous 13F -121 shares

    3.34% of the 13F portfolio, value $6,885,982.

    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 40,794 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $7,121,372.

    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).