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OFC FINANCIAL PLANNING, LLC: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFC FINANCIAL PLANNING, LLC on VBR, newest first. How the timeline and the estimate are built.

OFC FINANCIAL PLANNING, LLC held 8,152 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,152 shares
    Change vs previous 13F -679 shares

    1.76% of the 13F portfolio, value $1,980,854.

    13F-HR 0002052590-26-000004 filed by OFC 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 8,831 shares
    Change vs previous 13F -57 shares

    1.89% of the 13F portfolio, value $1,918,535.

    13F-HR 0002052590-26-000002 filed by OFC 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 8,888 shares
    Change vs previous 13F +175 shares

    1.79% of the 13F portfolio, value $1,882,390.

    13F-HR 0002052590-26-000001 filed by OFC 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 8,713 shares
    Change vs previous 13F -556 shares

    1.8% of the 13F portfolio, value $1,818,490.

    13F-HR 0002052590-25-000005 filed by OFC 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 9,269 shares
    Change vs previous 13F -40 shares

    1.92% of the 13F portfolio, value $1,807,548.

    13F-HR 0002052590-25-000003 filed by OFC 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 9,309 shares
    Change vs previous 13F +132 shares

    1.96% of the 13F portfolio, value $1,734,174.

    13F-HR 0002052590-25-000002 filed by OFC 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 9,177 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $1,818,698.

    13F-HR 0002052590-25-000001 filed by OFC FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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