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OFC FINANCIAL PLANNING, LLC: VXUS position timeline

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

OFC FINANCIAL PLANNING, LLC held 33,116 VXUS 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 33,116 shares
    Change vs previous 13F +883 shares

    2.51% of the 13F portfolio, value $2,831,122.

    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 32,233 shares
    Change vs previous 13F -335 shares

    2.44% of the 13F portfolio, value $2,485,519.

    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 32,568 shares
    Change vs previous 13F -1,126 shares

    2.33% of the 13F portfolio, value $2,456,961.

    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 33,694 shares
    Change vs previous 13F -1,805 shares

    2.45% of the 13F portfolio, value $2,475,192.

    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 35,499 shares
    Change vs previous 13F +437 shares

    2.6% of the 13F portfolio, value $2,452,655.

    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 35,062 shares
    Change vs previous 13F -834 shares

    2.46% of the 13F portfolio, value $2,177,376.

    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 35,896 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,115,376.

    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).