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Disclosery

Partners in Financial Planning: VTEB position timeline

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

Partners in Financial Planning held 262,359 VTEB 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 262,359 shares
    Change vs previous 13F +25,754 shares

    2.01% of the 13F portfolio, value $13,270,107.

    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 236,605 shares
    Change vs previous 13F +6,419 shares

    1.96% of the 13F portfolio, value $11,804,088.

    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 230,186 shares
    Change vs previous 13F +5,123 shares

    1.96% of the 13F portfolio, value $11,576,067.

    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 225,063 shares
    Change vs previous 13F -13,129 shares

    1.95% of the 13F portfolio, value $11,268,909.

    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 238,192 shares
    Change vs previous 13F +21,092 shares

    2.15% of the 13F portfolio, value $11,678,568.

    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 217,100 shares
    Change vs previous 13F +8,118 shares

    2.16% of the 13F portfolio, value $10,772,517.

    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 208,982 shares
    Change vs previous 13F -12,836 shares

    2.14% of the 13F portfolio, value $10,476,267.

    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 221,818 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $11,339,283.

    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).