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Valtinson Bruner Financial Planning LLC: EDV position timeline

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

Valtinson Bruner Financial Planning LLC held 335,469 EDV 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 335,469 shares
    Change vs previous 13F +4,747 shares

    5.47% of the 13F portfolio, value $21,832,349.

    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 330,722 shares
    Change vs previous 13F +11,083 shares

    5.9% of the 13F portfolio, value $21,480,421.

    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 319,639 shares
    Change vs previous 13F +16,889 shares

    5.98% of the 13F portfolio, value $20,779,758.

    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 302,750 shares
    Change vs previous 13F +8,643 shares

    6.14% of the 13F portfolio, value $20,723,247.

    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 294,107 shares
    Change vs previous 13F +24,037 shares

    6.21% of the 13F portfolio, value $19,793,401.

    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 270,070 shares
    Change vs previous 13F -78,029 shares

    6.49% of the 13F portfolio, value $19,204,678.

    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 348,099 shares
    Change vs previous 13F -24,116 shares

    8.23% of the 13F portfolio, value $23,573,264.

    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 372,215 shares
    Change vs previous 13F not available

    10.34% of the 13F portfolio, value $29,658,091.

    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).