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Disclosery

RCS Financial Planning, LLC: VMBS position timeline

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

RCS Financial Planning, LLC held 11,667 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,667 shares
    Change vs previous 13F +314 shares

    0.26% of the 13F portfolio, value $546,128.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, 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 11,353 shares
    Change vs previous 13F +2,500 shares

    0.28% of the 13F portfolio, value $533,014.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, 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 8,853 shares
    Change vs previous 13F +1,457 shares

    0.18% of the 13F portfolio, value $416,785.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, 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 7,396 shares
    Change vs previous 13F +1,783 shares

    0.15% of the 13F portfolio, value $347,297.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, 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 5,613 shares
    Change vs previous 13F +5,613 shares

    0.13% of the 13F portfolio, value $260,094.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.