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Disclosery

PLANNING ALTERNATIVES LTD /ADV: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on VTV, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 44,913 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,913 shares
    Change vs previous 13F -1,285 shares

    1.05% of the 13F portfolio, value $9,787,891.

    13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
    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 46,198 shares
    Change vs previous 13F +867 shares

    1.17% of the 13F portfolio, value $9,064,048.

    13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
    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 45,331 shares
    Change vs previous 13F -1,850 shares

    1.09% of the 13F portfolio, value $8,657,768.

    13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
    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 47,181 shares
    Change vs previous 13F -1,106 shares

    1.13% of the 13F portfolio, value $8,798,785.

    13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
    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 48,287 shares
    Change vs previous 13F -1,578 shares

    1.19% of the 13F portfolio, value $8,534,245.

    13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
    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 49,865 shares
    Change vs previous 13F -270 shares

    1.32% of the 13F portfolio, value $8,613,681.

    13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
    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 50,135 shares
    Change vs previous 13F 0 shares

    1.3% of the 13F portfolio, value $8,487,856.

    13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
    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 50,135 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $8,752,067.

    13F-HR 0001765380-24-000418 filed by PLANNING ALTERNATIVES LTD /ADV
    Filed (acceptance time not in the bulk data set), ingested

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