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Reality Financial Planning Services, LLC: VTI position timeline

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

Reality Financial Planning Services, LLC held 55,140 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,140 shares
    Change vs previous 13F -14,425 shares

    19.69% of the 13F portfolio, value $20,404,006.

    13F-HR 0002110687-26-000003 filed by Reality Financial Planning Services, 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 69,565 shares
    Change vs previous 13F -1,114 shares

    21.54% of the 13F portfolio, value $22,317,148.

    13F-HR 0002110687-26-000002 filed by Reality Financial Planning Services, 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 70,679 shares
    Change vs previous 13F not available

    22.69% of the 13F portfolio, value $23,696,548.

    13F-HR 0002110687-26-000001 filed by Reality Financial Planning Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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