Skip to content
Disclosery

Partners in Financial Planning: VCIT position timeline

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

Partners in Financial Planning held 100,930 VCIT 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 100,930 shares
    Change vs previous 13F +3,556 shares

    1.26% of the 13F portfolio, value $8,341,873.

    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 97,374 shares
    Change vs previous 13F +3,540 shares

    1.34% of the 13F portfolio, value $8,057,698.

    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 93,834 shares
    Change vs previous 13F +4,888 shares

    1.33% of the 13F portfolio, value $7,858,628.

    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 88,946 shares
    Change vs previous 13F +8,582 shares

    1.29% of the 13F portfolio, value $7,481,286.

    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 80,364 shares
    Change vs previous 13F +57 shares

    1.23% of the 13F portfolio, value $6,663,806.

    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 80,307 shares
    Change vs previous 13F +12,257 shares

    1.32% of the 13F portfolio, value $6,565,860.

    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 68,050 shares
    Change vs previous 13F +3,555 shares

    1.11% of the 13F portfolio, value $5,462,395.

    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 64,495 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $5,401,436.

    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).