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Disclosery

RCS Financial Planning, LLC: VUG position timeline

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

RCS Financial Planning, LLC held 46,788 VUG 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 46,788 shares
    Change vs previous 13F +38,918 shares

    1.91% of the 13F portfolio, value $4,030,322.

    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 7,870 shares
    Change vs previous 13F +104 shares

    1.78% of the 13F portfolio, value $3,437,494.

    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 7,766 shares
    Change vs previous 13F +219 shares

    1.63% of the 13F portfolio, value $3,788,649.

    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 7,547 shares
    Change vs previous 13F +667 shares

    1.6% of the 13F portfolio, value $3,623,460.

    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 6,880 shares
    Change vs previous 13F -874 shares

    1.5% of the 13F portfolio, value $3,019,718.

    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 ended2025-03-31
    13F 7,754 shares
    Change vs previous 13F -32 shares

    1.52% of the 13F portfolio, value $2,875,342.

    13F-HR 0001085146-25-002334 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).

  7. period ended2024-12-31
    13F 7,786 shares
    Change vs previous 13F -607 shares

    1.7% of the 13F portfolio, value $3,195,654.

    13F-HR 0001085146-25-000421 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).

  8. period ended2024-09-30
    13F 8,393 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,222,256.

    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).