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Investments & Financial Planning, LLC: VO position timeline

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

Investments & Financial Planning, LLC held 234,793 VO 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 234,793 shares
    Change vs previous 13F +176,927 shares

    8.96% of the 13F portfolio, value $18,917,251.

    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 57,866 shares
    Change vs previous 13F +581 shares

    9.05% of the 13F portfolio, value $16,617,957.

    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 57,285 shares
    Change vs previous 13F -1,342 shares

    8.92% of the 13F portfolio, value $16,625,307.

    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 58,627 shares
    Change vs previous 13F -178 shares

    9.3% of the 13F portfolio, value $17,221,180.

    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 58,805 shares
    Change vs previous 13F +1,389 shares

    9.48% of the 13F portfolio, value $16,455,381.

    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 57,416 shares
    Change vs previous 13F +932 shares

    9.64% of the 13F portfolio, value $14,848,868.

    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 56,484 shares
    Change vs previous 13F +606 shares

    9.2% of the 13F portfolio, value $14,919,123.

    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 55,878 shares
    Change vs previous 13F not available

    9.34% of the 13F portfolio, value $14,742,307.

    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).