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Golden Bell Financial Planning LLC: VTEB position timeline

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

Golden Bell Financial Planning LLC held 45,386 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,386 shares
    Change vs previous 13F +3,706 shares

    1.69% of the 13F portfolio, value $2,295,624.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning LLC
    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 41,680 shares
    Change vs previous 13F -714 shares

    1.66% of the 13F portfolio, value $2,079,415.

    13F-HR 0002044309-26-000004 filed by Golden Bell 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 ended2025-12-31
    13F 42,394 shares
    Change vs previous 13F +4,008 shares

    1.77% of the 13F portfolio, value $2,131,994.

    13F-HR 0002044309-26-000001 filed by Golden Bell 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 ended2025-09-30
    13F 38,386 shares
    Change vs previous 13F +1,306 shares

    1.67% of the 13F portfolio, value $1,921,987.

    13F-HR 0002044309-25-000007 filed by Golden Bell 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 ended2025-06-30
    13F 37,080 shares
    Change vs previous 13F -1,029 shares

    1.71% of the 13F portfolio, value $1,818,032.

    13F-HR 0002044309-25-000004 filed by Golden Bell 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 ended2025-03-31
    13F 38,109 shares
    Change vs previous 13F +1,121 shares

    1.84% of the 13F portfolio, value $1,890,969.

    13F-HR 0002044309-25-000003 filed by Golden Bell 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 ended2024-12-31
    13F 36,988 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $1,854,208.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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