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Sensible Financial Planning & Management, LLC.: VMBS position timeline

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

Sensible Financial Planning & Management, LLC. held 240,360 VMBS shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 240,360 shares
    Change vs previous 13F -758 shares

    2.05% of the 13F portfolio, value $11,287,306.

    13F-HR 0002063364-25-000274 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 241,118 shares
    Change vs previous 13F -8,170 shares

    2.12% of the 13F portfolio, value $11,173,409.

    13F-HR 0002063364-25-000195 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 249,288 shares
    Change vs previous 13F +33,937 shares

    2.3% of the 13F portfolio, value $11,544,542.

    13F-HR 0002063364-25-000045 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 215,351 shares
    Change vs previous 13F +20,682 shares

    2.02% of the 13F portfolio, value $9,764,031.

    13F-HR 0001567738-25-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 194,669 shares
    Change vs previous 13F +2,518 shares

    1.81% of the 13F portfolio, value $9,190,000.

    13F-HR 0001567738-24-000011 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 192,151 shares
    Change vs previous 13F -1,058 shares

    1.89% of the 13F portfolio, value $8,724,000.

    13F-HR 0001567738-24-000007 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 193,209 shares
    Change vs previous 13F +33,184 shares

    1.95% of the 13F portfolio, value $8,812,000.

    13F-HR 0001567738-24-000005 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 160,025 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $7,419,000.

    13F-HR 0001567738-24-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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