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Disclosery

Partners in Financial Planning: VO position timeline

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

Partners in Financial Planning held 56,442 VO 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 56,442 shares
    Change vs previous 13F +42,362 shares

    0.69% of the 13F portfolio, value $4,547,562.

    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 14,080 shares
    Change vs previous 13F -82 shares

    0.67% of the 13F portfolio, value $4,043,441.

    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 14,162 shares
    Change vs previous 13F +49 shares

    0.7% of the 13F portfolio, value $4,110,053.

    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 14,113 shares
    Change vs previous 13F -195 shares

    0.72% of the 13F portfolio, value $4,145,530.

    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 14,308 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $4,003,847.

    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 14,308 shares
    Change vs previous 13F +48 shares

    0.74% of the 13F portfolio, value $3,700,371.

    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 14,260 shares
    Change vs previous 13F +34 shares

    0.77% of the 13F portfolio, value $3,766,368.

    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 14,226 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,753,351.

    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).