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Valtinson Bruner Financial Planning LLC: FISR position timeline

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

Valtinson Bruner Financial Planning LLC held 66,154 FISR 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 66,154 shares
    Change vs previous 13F +7,713 shares

    0.43% of the 13F portfolio, value $1,696,862.

    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 58,441 shares
    Change vs previous 13F +7,626 shares

    0.41% of the 13F portfolio, value $1,503,090.

    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 50,815 shares
    Change vs previous 13F +31,680 shares

    0.38% of the 13F portfolio, value $1,316,619.

    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 19,135 shares
    Change vs previous 13F -14,214 shares

    0.15% of the 13F portfolio, value $498,553.

    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 33,349 shares
    Change vs previous 13F +25,614 shares

    0.27% of the 13F portfolio, value $861,738.

    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 7,735 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $200,182.

    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).