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Disclosery

Partners in Financial Planning: VOO position timeline

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

Partners in Financial Planning held 10,928 VOO 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 10,928 shares
    Change vs previous 13F +9 shares

    1.14% of the 13F portfolio, value $7,505,572.

    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 10,919 shares
    Change vs previous 13F +344 shares

    1.08% of the 13F portfolio, value $6,524,549.

    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 10,575 shares
    Change vs previous 13F -35 shares

    1.12% of the 13F portfolio, value $6,631,879.

    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 10,610 shares
    Change vs previous 13F -6 shares

    1.12% of the 13F portfolio, value $6,497,087.

    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 10,616 shares
    Change vs previous 13F -14 shares

    1.11% of the 13F portfolio, value $6,030,390.

    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 10,630 shares
    Change vs previous 13F +13 shares

    1.1% of the 13F portfolio, value $5,463,029.

    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 10,617 shares
    Change vs previous 13F -126 shares

    1.17% of the 13F portfolio, value $5,720,679.

    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 10,743 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $5,668,931.

    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).