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PLANWISER FINANCIAL, LLC: VTEB position timeline

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

PLANWISER FINANCIAL, LLC held 62,046 VTEB 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 62,046 shares
    Change vs previous 13F +1,468 shares

    2.18% of the 13F portfolio, value $3,138,287.

    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 60,578 shares
    Change vs previous 13F +326 shares

    2.2% of the 13F portfolio, value $3,044,650.

    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 60,252 shares
    Change vs previous 13F +1,461 shares

    2.28% of the 13F portfolio, value $3,043,329.

    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 58,791 shares
    Change vs previous 13F +4,623 shares

    2.35% of the 13F portfolio, value $2,957,775.

    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 54,168 shares
    Change vs previous 13F -3,706 shares

    2.24% of the 13F portfolio, value $2,630,398.

    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 57,874 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $2,839,298.

    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).