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Disclosery

Partners in Financial Planning: VBK position timeline

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

Partners in Financial Planning held 66,268 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,268 shares
    Change vs previous 13F -567 shares

    3.67% of the 13F portfolio, value $24,234,390.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 66,835 shares
    Change vs previous 13F +789 shares

    3.35% of the 13F portfolio, value $20,201,003.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 66,046 shares
    Change vs previous 13F -292 shares

    3.38% of the 13F portfolio, value $19,953,217.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 66,338 shares
    Change vs previous 13F -230 shares

    3.41% of the 13F portfolio, value $19,743,400.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 66,568 shares
    Change vs previous 13F +1,389 shares

    3.4% of the 13F portfolio, value $18,435,356.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 65,179 shares
    Change vs previous 13F +1,967 shares

    3.3% of the 13F portfolio, value $16,409,995.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 63,212 shares
    Change vs previous 13F -463 shares

    3.61% of the 13F portfolio, value $17,703,256.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 63,675 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $17,024,724.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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