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Disclosery

Partners in Financial Planning: VBR position timeline

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

Partners in Financial Planning held 99,603 VBR 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 99,603 shares
    Change vs previous 13F -2,286 shares

    3.67% of the 13F portfolio, value $24,202,467.

    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 101,889 shares
    Change vs previous 13F +280 shares

    3.67% of the 13F portfolio, value $22,135,424.

    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 101,609 shares
    Change vs previous 13F +1,393 shares

    3.64% of the 13F portfolio, value $21,519,836.

    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 100,216 shares
    Change vs previous 13F -357 shares

    3.62% of the 13F portfolio, value $20,916,183.

    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 100,573 shares
    Change vs previous 13F +2,185 shares

    3.62% of the 13F portfolio, value $19,612,757.

    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 98,388 shares
    Change vs previous 13F +4,711 shares

    3.68% of the 13F portfolio, value $18,328,638.

    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 93,677 shares
    Change vs previous 13F +979 shares

    3.79% of the 13F portfolio, value $18,564,930.

    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 92,698 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $18,611,921.

    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).