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Valtinson Bruner Financial Planning LLC: BUFQ position timeline

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

Valtinson Bruner Financial Planning LLC held 405,747 BUFQ 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 405,747 shares
    Change vs previous 13F +15,104 shares

    3.99% of the 13F portfolio, value $15,933,685.

    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 390,643 shares
    Change vs previous 13F -15,231 shares

    3.79% of the 13F portfolio, value $13,797,511.

    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 405,874 shares
    Change vs previous 13F -7,761 shares

    4.19% of the 13F portfolio, value $14,546,524.

    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 413,635 shares
    Change vs previous 13F +6,577 shares

    4.27% of the 13F portfolio, value $14,411,043.

    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 407,058 shares
    Change vs previous 13F +5,249 shares

    4.24% of the 13F portfolio, value $13,514,326.

    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 401,809 shares
    Change vs previous 13F +100,603 shares

    4.06% of the 13F portfolio, value $11,998,017.

    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 301,206 shares
    Change vs previous 13F +24,704 shares

    3.31% of the 13F portfolio, value $9,466,905.

    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 276,502 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $8,391,836.

    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).