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SwitchPoint Financial Planning, LLC: VTEB position timeline

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

SwitchPoint Financial Planning, LLC held 38,641 VTEB 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 38,641 shares
    Change vs previous 13F +1,741 shares

    1.13% of the 13F portfolio, value $1,954,462.

    13F-HR 0002055526-26-000003 filed by SwitchPoint 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 36,900 shares
    Change vs previous 13F +223 shares

    1.25% of the 13F portfolio, value $1,840,941.

    13F-HR 0002055526-26-000002 filed by SwitchPoint 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 36,677 shares
    Change vs previous 13F +131 shares

    1.29% of the 13F portfolio, value $1,844,486.

    13F-HR 0002055526-26-000001 filed by SwitchPoint 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 36,546 shares
    Change vs previous 13F +325 shares

    1.33% of the 13F portfolio, value $1,829,858.

    13F-HR 0002055526-25-000005 filed by SwitchPoint 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 36,221 shares
    Change vs previous 13F -1,546 shares

    1.46% of the 13F portfolio, value $1,775,916.

    13F-HR 0002055526-25-000003 filed by SwitchPoint 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 37,767 shares
    Change vs previous 13F +9 shares

    1.78% of the 13F portfolio, value $1,873,999.

    13F-HR 0002055526-25-000002 filed by SwitchPoint 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 37,758 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $1,892,809.

    13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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