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Investments & Financial Planning, LLC: VB position timeline

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

Investments & Financial Planning, LLC held 149,530 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,530 shares
    Change vs previous 13F +801 shares

    21.46% of the 13F portfolio, value $45,325,545.

    13F-HR 0001909307-26-000007 filed by Investments & 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 148,729 shares
    Change vs previous 13F -1,013 shares

    21.21% of the 13F portfolio, value $38,955,141.

    13F-HR 0001909307-26-000005 filed by Investments & 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 149,742 shares
    Change vs previous 13F -3,025 shares

    20.73% of the 13F portfolio, value $38,625,987.

    13F-HR 0001909307-26-000002 filed by Investments & 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 152,767 shares
    Change vs previous 13F -3,704 shares

    20.99% of the 13F portfolio, value $38,845,469.

    13F-HR 0001909307-25-000013 filed by Investments & 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 156,471 shares
    Change vs previous 13F +3,648 shares

    21.36% of the 13F portfolio, value $37,080,451.

    13F-HR 0001909307-25-000010 filed by Investments & 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 152,823 shares
    Change vs previous 13F +765 shares

    22.01% of the 13F portfolio, value $33,888,527.

    13F-HR 0001909307-25-000005 filed by Investments & 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 152,058 shares
    Change vs previous 13F -1,005 shares

    22.52% of the 13F portfolio, value $36,536,465.

    13F-HR 0001909307-25-000002 filed by Investments & 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 ended2024-09-30
    13F 153,063 shares
    Change vs previous 13F not available

    22.99% of the 13F portfolio, value $36,307,995.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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