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Disclosery

Valtinson Bruner Financial Planning LLC: CERY position timeline

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

Valtinson Bruner Financial Planning LLC held 65,477 CERY 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 65,477 shares
    Change vs previous 13F +4,732 shares

    0.55% of the 13F portfolio, value $2,188,881.

    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 60,745 shares
    Change vs previous 13F +8,239 shares

    0.59% of the 13F portfolio, value $2,140,668.

    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 52,506 shares
    Change vs previous 13F +3,571 shares

    0.43% of the 13F portfolio, value $1,499,048.

    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 48,935 shares
    Change vs previous 13F +1,697 shares

    0.42% of the 13F portfolio, value $1,401,988.

    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 47,238 shares
    Change vs previous 13F +4,616 shares

    0.4% of the 13F portfolio, value $1,286,291.

    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 42,622 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,181,056.

    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).