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OFC FINANCIAL PLANNING, LLC: VEA position timeline

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

OFC FINANCIAL PLANNING, LLC held 24,958 VEA 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 24,958 shares
    Change vs previous 13F +1,941 shares

    1.58% of the 13F portfolio, value $1,778,258.

    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 23,017 shares
    Change vs previous 13F +58 shares

    1.45% of the 13F portfolio, value $1,474,929.

    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 22,959 shares
    Change vs previous 13F +4,622 shares

    1.36% of the 13F portfolio, value $1,434,249.

    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 18,337 shares
    Change vs previous 13F +737 shares

    1.09% of the 13F portfolio, value $1,098,753.

    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 17,600 shares
    Change vs previous 13F +1,915 shares

    1.07% of the 13F portfolio, value $1,003,376.

    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 15,685 shares
    Change vs previous 13F +326 shares

    0.9% of the 13F portfolio, value $797,269.

    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 15,359 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $734,467.

    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).