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Investments & Financial Planning, LLC: VT position timeline

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

Investments & Financial Planning, LLC held 53,265 VT 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 53,265 shares
    Change vs previous 13F -144 shares

    3.96% of the 13F portfolio, value $8,359,970.

    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 53,409 shares
    Change vs previous 13F -729 shares

    4.02% of the 13F portfolio, value $7,387,582.

    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 54,138 shares
    Change vs previous 13F -6,023 shares

    4.1% of the 13F portfolio, value $7,636,699.

    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 60,161 shares
    Change vs previous 13F -1,848 shares

    4.48% of the 13F portfolio, value $8,290,180.

    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 62,009 shares
    Change vs previous 13F -97 shares

    4.59% of the 13F portfolio, value $7,969,443.

    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 62,106 shares
    Change vs previous 13F +34 shares

    4.68% of the 13F portfolio, value $7,201,202.

    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 62,072 shares
    Change vs previous 13F +53 shares

    4.49% of the 13F portfolio, value $7,292,176.

    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 62,019 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $7,423,698.

    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).