Skip to content

Valtinson Bruner Financial Planning LLC: BMAY position timeline

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

Valtinson Bruner Financial Planning LLC held 189,813 BMAY 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 189,813 shares
    Change vs previous 13F -6,602 shares

    2.25% of the 13F portfolio, value $8,987,646.

    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 196,415 shares
    Change vs previous 13F -4,348 shares

    2.42% of the 13F portfolio, value $8,813,750.

    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 200,763 shares
    Change vs previous 13F -10,275 shares

    2.59% of the 13F portfolio, value $8,997,274.

    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 211,038 shares
    Change vs previous 13F -3,617 shares

    2.74% of the 13F portfolio, value $9,247,854.

    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 214,655 shares
    Change vs previous 13F -5,029 shares

    2.84% of the 13F portfolio, value $9,058,441.

    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 219,684 shares
    Change vs previous 13F -2,404 shares

    2.95% of the 13F portfolio, value $8,714,843.

    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 222,088 shares
    Change vs previous 13F -2,628 shares

    3.13% of the 13F portfolio, value $8,953,877.

    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 224,716 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $8,867,833.

    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).