Skip to content
Disclosery

Partners in Financial Planning: VCRB position timeline

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

Partners in Financial Planning held 4,911 VCRB 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 4,911 shares
    Change vs previous 13F +33 shares

    0.06% of the 13F portfolio, value $379,323.

    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 4,878 shares
    Change vs previous 13F +47 shares

    0.06% of the 13F portfolio, value $377,463.

    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 4,831 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $376,328.

    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).