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Disclosery

Partners in Financial Planning: VFMF position timeline

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

Partners in Financial Planning held 19,325 VFMF 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 19,325 shares
    Change vs previous 13F -7 shares

    0.52% of the 13F portfolio, value $3,419,910.

    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 19,332 shares
    Change vs previous 13F -314 shares

    0.5% of the 13F portfolio, value $2,997,893.

    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 19,646 shares
    Change vs previous 13F -271 shares

    0.5% of the 13F portfolio, value $2,961,130.

    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 19,917 shares
    Change vs previous 13F -102 shares

    0.5% of the 13F portfolio, value $2,873,528.

    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 20,019 shares
    Change vs previous 13F -600 shares

    0.5% of the 13F portfolio, value $2,692,442.

    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 20,619 shares
    Change vs previous 13F -284 shares

    0.52% of the 13F portfolio, value $2,604,394.

    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 20,903 shares
    Change vs previous 13F -193 shares

    0.56% of the 13F portfolio, value $2,729,493.

    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 21,096 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,750,791.

    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).