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Valtinson Bruner Financial Planning LLC: JULZ position timeline

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

Valtinson Bruner Financial Planning LLC held 56,760 JULZ 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 56,760 shares
    Change vs previous 13F -456 shares

    0.65% of the 13F portfolio, value $2,574,299.

    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 57,216 shares
    Change vs previous 13F -492 shares

    0.63% of the 13F portfolio, value $2,297,234.

    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 57,708 shares
    Change vs previous 13F -330 shares

    0.7% of the 13F portfolio, value $2,430,707.

    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 58,038 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,690,160.

    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).