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Disclosery

PlanVest Financial, Inc: VTEB position timeline

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

PlanVest Financial, Inc held 7,173 VTEB 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 7,173 shares
    Change vs previous 13F -1,274 shares

    0.24% of the 13F portfolio, value $362,801.

    13F-HR 0002135239-26-000002 filed by PlanVest Financial, 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 8,447 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $421,421.

    13F-HR 0002135239-26-000001 filed by PlanVest Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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