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Disclosery

Partners in Financial Planning: VEU position timeline

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

Partners in Financial Planning held 25,217 VEU 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 25,217 shares
    Change vs previous 13F -1,557 shares

    0.32% of the 13F portfolio, value $2,111,962.

    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 26,774 shares
    Change vs previous 13F -351 shares

    0.33% of the 13F portfolio, value $2,010,759.

    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 27,125 shares
    Change vs previous 13F -1,653 shares

    0.34% of the 13F portfolio, value $1,995,344.

    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 28,778 shares
    Change vs previous 13F -218 shares

    0.36% of the 13F portfolio, value $2,053,862.

    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 28,996 shares
    Change vs previous 13F +218 shares

    0.36% of the 13F portfolio, value $1,949,144.

    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 28,778 shares
    Change vs previous 13F -552 shares

    0.35% of the 13F portfolio, value $1,745,652.

    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 29,330 shares
    Change vs previous 13F +3,334 shares

    0.34% of the 13F portfolio, value $1,683,843.

    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 25,996 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,637,775.

    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).