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PLANWISER FINANCIAL, LLC: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANWISER FINANCIAL, LLC on VMBS, newest first. How the timeline and the estimate are built.

PLANWISER FINANCIAL, LLC held 146,485 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,485 shares
    Change vs previous 13F +6,795 shares

    4.77% of the 13F portfolio, value $6,856,963.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, LLC
    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 139,690 shares
    Change vs previous 13F +38,731 shares

    4.77% of the 13F portfolio, value $6,582,173.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, LLC
    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/A 100,959 shares
    Change vs previous 13F +32,956 shares

    3.56% of the 13F portfolio, value $4,762,227.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, LLC
    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 68,003 shares
    Change vs previous 13F +1,070 shares

    2.54% of the 13F portfolio, value $3,194,099.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, LLC
    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 66,933 shares
    Change vs previous 13F -61,005 shares

    2.62% of the 13F portfolio, value $3,075,568.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, LLC
    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 127,938 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $5,877,457.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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