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Disclosery

Planned Solutions, Inc.: VBIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planned Solutions, Inc. on VBIL, newest first. How the timeline and the estimate are built.

Planned Solutions, Inc. held 36,675 VBIL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,675 shares
    Change vs previous 13F -28,216 shares

    0.8% of the 13F portfolio, value $2,775,547.

    13F-HR 0001831332-26-000003 filed by Planned Solutions, Inc.
    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 64,891 shares
    Change vs previous 13F -579 shares

    1.62% of the 13F portfolio, value $4,909,039.

    13F-HR 0001831332-26-000002 filed by Planned Solutions, Inc.
    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 65,470 shares
    Change vs previous 13F -3,520 shares

    1.6% of the 13F portfolio, value $4,938,376.

    13F-HR 0001831332-26-000001 filed by Planned Solutions, Inc.
    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 68,990 shares
    Change vs previous 13F +2,880 shares

    1.81% of the 13F portfolio, value $5,216,693.

    13F-HR 0001831332-25-000007 filed by Planned Solutions, Inc.
    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 66,110 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $4,994,625.

    13F-HR 0001831332-25-000004 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).