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Frisco Financial Planning LLC: VTIP position timeline

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

Frisco Financial Planning LLC held 226,261 VTIP shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 226,261 shares
    Change vs previous 13F +6,043 shares

    8.67% of the 13F portfolio, value $11,136,563.

    13F-HR 0002133972-26-000010 filed by Frisco Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 220,218 shares
    Change vs previous 13F +4,526 shares

    8.34% of the 13F portfolio, value $11,061,542.

    13F-HR 0002133972-26-000008 filed by Frisco Financial Planning LLC
    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 215,692 shares
    Change vs previous 13F +15,585 shares

    8.89% of the 13F portfolio, value $10,773,838.

    13F-HR 0002133972-26-000007 filed by Frisco Financial Planning LLC
    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 200,107 shares
    Change vs previous 13F +5,241 shares

    8.27% of the 13F portfolio, value $9,897,315.

    13F-HR 0002133972-26-000005 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 194,866 shares
    Change vs previous 13F -30,978 shares

    8.42% of the 13F portfolio, value $9,866,043.

    13F-HR 0002133972-26-000004 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 225,844 shares
    Change vs previous 13F +3,161 shares

    10.33% of the 13F portfolio, value $11,353,202.

    13F-HR 0002133972-26-000003 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 222,683 shares
    Change vs previous 13F +5,308 shares

    10.77% of the 13F portfolio, value $11,111,862.

    13F-HR 0002133972-26-000002 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 217,375 shares
    Change vs previous 13F not available

    10.4% of the 13F portfolio, value $10,525,311.

    13F-HR 0002133972-26-000001 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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