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Disclosery

Partners in Financial Planning: VXF position timeline

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

Partners in Financial Planning held 15,612 VXF 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 15,612 shares
    Change vs previous 13F -359 shares

    0.58% of the 13F portfolio, value $3,843,841.

    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 15,971 shares
    Change vs previous 13F +56 shares

    0.55% of the 13F portfolio, value $3,286,777.

    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 15,915 shares
    Change vs previous 13F -114 shares

    0.56% of the 13F portfolio, value $3,328,198.

    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 16,029 shares
    Change vs previous 13F -138 shares

    0.58% of the 13F portfolio, value $3,355,430.

    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 16,167 shares
    Change vs previous 13F +21 shares

    0.57% of the 13F portfolio, value $3,115,628.

    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 16,146 shares
    Change vs previous 13F -686 shares

    0.56% of the 13F portfolio, value $2,781,353.

    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 16,832 shares
    Change vs previous 13F -49 shares

    0.65% of the 13F portfolio, value $3,197,659.

    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 16,881 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,072,100.

    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).