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Disclosery

SwitchPoint Financial Planning, LLC: VTES position timeline

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

SwitchPoint Financial Planning, LLC held 12,346 VTES 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 12,346 shares
    Change vs previous 13F -102 shares

    0.72% of the 13F portfolio, value $1,250,773.

    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 12,448 shares
    Change vs previous 13F +598 shares

    0.85% of the 13F portfolio, value $1,258,991.

    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 11,850 shares
    Change vs previous 13F -101 shares

    0.84% of the 13F portfolio, value $1,203,664.

    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 11,951 shares
    Change vs previous 13F +54 shares

    0.88% of the 13F portfolio, value $1,218,106.

    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 11,897 shares
    Change vs previous 13F -1,291 shares

    0.98% of the 13F portfolio, value $1,200,764.

    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 13,188 shares
    Change vs previous 13F -151 shares

    1.26% of the 13F portfolio, value $1,325,526.

    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 13,339 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,337,235.

    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).