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Disclosery

Partners in Financial Planning: VSS position timeline

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

Partners in Financial Planning held 105,235 VSS 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 105,235 shares
    Change vs previous 13F -493 shares

    2.46% of the 13F portfolio, value $16,236,745.

    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 105,728 shares
    Change vs previous 13F -928 shares

    2.56% of the 13F portfolio, value $15,414,150.

    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 106,656 shares
    Change vs previous 13F +725 shares

    2.59% of the 13F portfolio, value $15,287,005.

    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 105,931 shares
    Change vs previous 13F -1,121 shares

    2.61% of the 13F portfolio, value $15,100,398.

    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 107,052 shares
    Change vs previous 13F +709 shares

    2.65% of the 13F portfolio, value $14,386,757.

    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 106,343 shares
    Change vs previous 13F +4,298 shares

    2.47% of the 13F portfolio, value $12,293,270.

    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 102,045 shares
    Change vs previous 13F +1,822 shares

    2.38% of the 13F portfolio, value $11,682,121.

    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 100,223 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $12,624,052.

    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).