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Valtinson Bruner Financial Planning LLC: BUFR position timeline

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

Valtinson Bruner Financial Planning LLC held 663,198 BUFR 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 663,198 shares
    Change vs previous 13F +41,110 shares

    6.07% of the 13F portfolio, value $24,226,623.

    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 622,088 shares
    Change vs previous 13F +48,382 shares

    5.77% of the 13F portfolio, value $21,007,912.

    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 573,706 shares
    Change vs previous 13F -85,696 shares

    5.65% of the 13F portfolio, value $19,655,168.

    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 659,402 shares
    Change vs previous 13F +15,100 shares

    6.53% of the 13F portfolio, value $22,037,215.

    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 644,302 shares
    Change vs previous 13F +7,606 shares

    6.43% of the 13F portfolio, value $20,488,804.

    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 636,696 shares
    Change vs previous 13F +157,920 shares

    6.39% of the 13F portfolio, value $18,903,504.

    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 478,776 shares
    Change vs previous 13F +36,953 shares

    5.09% of the 13F portfolio, value $14,588,305.

    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 441,823 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $13,206,089.

    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).