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Disclosery

Partners in Financial Planning: VWO position timeline

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

Partners in Financial Planning held 302,899 VWO 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 302,899 shares
    Change vs previous 13F -2,962 shares

    2.74% of the 13F portfolio, value $18,080,061.

    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 305,861 shares
    Change vs previous 13F -1,402 shares

    2.74% of the 13F portfolio, value $16,531,764.

    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 307,263 shares
    Change vs previous 13F +2,790 shares

    2.8% of the 13F portfolio, value $16,518,478.

    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 304,473 shares
    Change vs previous 13F -1,432 shares

    2.85% of the 13F portfolio, value $16,496,338.

    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 305,905 shares
    Change vs previous 13F -6,535 shares

    2.79% of the 13F portfolio, value $15,129,943.

    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 312,440 shares
    Change vs previous 13F +13,484 shares

    2.84% of the 13F portfolio, value $14,141,127.

    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 298,956 shares
    Change vs previous 13F +6,780 shares

    2.69% of the 13F portfolio, value $13,166,024.

    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 292,176 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $13,981,286.

    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).