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Valtinson Bruner Financial Planning LLC: DDFO position timeline

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

Valtinson Bruner Financial Planning LLC held 489,751 DDFO 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 489,751 shares
    Change vs previous 13F -1,821 shares

    2.76% of the 13F portfolio, value $11,024,295.

    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 491,572 shares
    Change vs previous 13F -3,606 shares

    2.9% of the 13F portfolio, value $10,545,006.

    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 495,178 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $10,703,322.

    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).