Skip to content
Disclosery

Valtinson Bruner Financial Planning LLC: BDEC position timeline

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

Valtinson Bruner Financial Planning LLC held 7,827 BDEC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,827 shares
    Change vs previous 13F -1,712 shares

    0.1% of the 13F portfolio, value $416,416.

    13F-HR 0001761450-26-000004 filed by Valtinson Bruner 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 9,539 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $457,880.

    13F-HR 0001761450-26-000002 filed by Valtinson Bruner 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 9,539 shares
    Change vs previous 13F -978 shares

    0.14% of the 13F portfolio, value $472,753.

    13F-HR 0001761450-26-000001 filed by Valtinson Bruner 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 10,517 shares
    Change vs previous 13F -165 shares

    0.15% of the 13F portfolio, value $504,080.

    13F-HR 0001761450-25-000005 filed by Valtinson Bruner 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 10,682 shares
    Change vs previous 13F -1,439 shares

    0.15% of the 13F portfolio, value $482,399.

    13F-HR 0001761450-25-000003 filed by Valtinson Bruner 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 12,121 shares
    Change vs previous 13F -25 shares

    0.17% of the 13F portfolio, value $507,334.

    13F-HR 0001761450-25-000002 filed by Valtinson Bruner 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 12,146 shares
    Change vs previous 13F +4,025 shares

    0.18% of the 13F portfolio, value $523,614.

    13F-HR 0001761450-25-000001 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,121 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $349,845.

    13F-HR 0001761450-24-000004 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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