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Disclosery

Partners in Financial Planning: VEA position timeline

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

Partners in Financial Planning held 771,756 VEA 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 771,756 shares
    Change vs previous 13F -17,718 shares

    8.34% of the 13F portfolio, value $54,987,630.

    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 789,474 shares
    Change vs previous 13F +12,009 shares

    8.39% of the 13F portfolio, value $50,589,509.

    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 777,465 shares
    Change vs previous 13F +2,399 shares

    8.22% of the 13F portfolio, value $48,568,261.

    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 775,066 shares
    Change vs previous 13F -3,528 shares

    8.03% of the 13F portfolio, value $46,441,952.

    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 778,594 shares
    Change vs previous 13F -39,943 shares

    8.19% of the 13F portfolio, value $44,387,624.

    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 818,537 shares
    Change vs previous 13F +54,374 shares

    8.36% of the 13F portfolio, value $41,606,219.

    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 764,163 shares
    Change vs previous 13F +13,893 shares

    7.45% of the 13F portfolio, value $36,542,288.

    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 750,270 shares
    Change vs previous 13F not available

    7.99% of the 13F portfolio, value $39,621,760.

    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).