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Disclosery

Planning Center, Inc.: VTV position timeline

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

Planning Center, Inc. held 3,523 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,523 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $767,680.

    13F-HR 0001910966-26-000005 filed by Planning Center, 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 3,523 shares
    Change vs previous 13F -13 shares

    0.07% of the 13F portfolio, value $691,134.

    13F-HR 0001910966-26-000003 filed by Planning Center, 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 3,536 shares
    Change vs previous 13F -49 shares

    0.07% of the 13F portfolio, value $675,264.

    13F-HR 0001910966-26-000001 filed by Planning Center, 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 3,585 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $668,492.

    13F-HR 0001910966-25-000008 filed by Planning Center, 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 3,585 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $633,542.

    13F-HR 0001910966-25-000007 filed by Planning Center, Inc.
    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 3,621 shares
    Change vs previous 13F -614 shares

    0.07% of the 13F portfolio, value $625,422.

    13F-HR 0001910966-25-000003 filed by Planning Center, Inc.
    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 4,235 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $716,918.

    13F-HR 0001910966-25-000001 filed by Planning Center, Inc.
    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 4,235 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $739,234.

    13F-HR 0001910966-24-000007 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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