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
- period ended2026-06-3013F 189,813 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 196,415 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 200,763 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 211,038 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 214,655 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 219,684 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 222,088 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 224,716 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).