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Disclosery

SwitchPoint Financial Planning, LLC: VTI position timeline

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

SwitchPoint Financial Planning, LLC held 9,926 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 9,926 shares
    Change vs previous 13F +749 shares

    2.12% of the 13F portfolio, value $3,673,017.

    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 9,177 shares
    Change vs previous 13F +494 shares

    2% of the 13F portfolio, value $2,944,073.

    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 8,683 shares
    Change vs previous 13F -1,673 shares

    2.04% of the 13F portfolio, value $2,911,149.

    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 10,356 shares
    Change vs previous 13F +5 shares

    2.46% of the 13F portfolio, value $3,398,601.

    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 10,351 shares
    Change vs previous 13F 0 shares

    2.58% of the 13F portfolio, value $3,146,072.

    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 10,351 shares
    Change vs previous 13F +1,636 shares

    2.7% of the 13F portfolio, value $2,844,953.

    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 8,715 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $2,525,694.

    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).