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Valtinson Bruner Financial Planning LLC: FOCT position timeline

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

Valtinson Bruner Financial Planning LLC held 50,923 FOCT 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 50,923 shares
    Change vs previous 13F -467 shares

    0.67% of the 13F portfolio, value $2,662,764.

    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 51,390 shares
    Change vs previous 13F -1,460 shares

    0.67% of the 13F portfolio, value $2,450,275.

    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 52,850 shares
    Change vs previous 13F -21,234 shares

    0.74% of the 13F portfolio, value $2,589,122.

    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 74,084 shares
    Change vs previous 13F -1,009 shares

    1.04% of the 13F portfolio, value $3,519,731.

    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 75,093 shares
    Change vs previous 13F +620 shares

    1.06% of the 13F portfolio, value $3,361,914.

    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 74,473 shares
    Change vs previous 13F -2,256 shares

    1.04% of the 13F portfolio, value $3,090,630.

    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 76,729 shares
    Change vs previous 13F -1,990 shares

    1.14% of the 13F portfolio, value $3,270,957.

    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 78,719 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,326,272.

    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).