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Disclosery

Partners in Financial Planning: VTV position timeline

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

Partners in Financial Planning held 299,573 VTV 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 299,573 shares
    Change vs previous 13F -7,615 shares

    9.9% of the 13F portfolio, value $65,285,907.

    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 307,188 shares
    Change vs previous 13F +2,311 shares

    10% of the 13F portfolio, value $60,270,353.

    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 304,877 shares
    Change vs previous 13F +3,401 shares

    9.86% of the 13F portfolio, value $58,228,399.

    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 301,476 shares
    Change vs previous 13F +926 shares

    9.72% of the 13F portfolio, value $56,222,170.

    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 300,550 shares
    Change vs previous 13F -3,702 shares

    9.8% of the 13F portfolio, value $53,119,125.

    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 304,252 shares
    Change vs previous 13F +9,698 shares

    10.56% of the 13F portfolio, value $52,556,417.

    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 294,554 shares
    Change vs previous 13F +4,679 shares

    10.17% of the 13F portfolio, value $49,868,017.

    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 289,875 shares
    Change vs previous 13F not available

    10.21% of the 13F portfolio, value $50,603,488.

    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).