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Valtinson Bruner Financial Planning LLC: KOCT position timeline

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

Valtinson Bruner Financial Planning LLC held 42,093 KOCT 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 42,093 shares
    Change vs previous 13F -295 shares

    0.39% of the 13F portfolio, value $1,572,594.

    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 42,388 shares
    Change vs previous 13F -566 shares

    0.4% of the 13F portfolio, value $1,438,093.

    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 42,954 shares
    Change vs previous 13F -75,608 shares

    0.42% of the 13F portfolio, value $1,446,261.

    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 118,562 shares
    Change vs previous 13F -680 shares

    1.16% of the 13F portfolio, value $3,914,917.

    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 119,242 shares
    Change vs previous 13F -1,974 shares

    1.14% of the 13F portfolio, value $3,636,881.

    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 121,216 shares
    Change vs previous 13F -894 shares

    1.2% of the 13F portfolio, value $3,547,726.

    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 122,110 shares
    Change vs previous 13F -6,839 shares

    1.3% of the 13F portfolio, value $3,732,903.

    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 128,949 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $3,914,892.

    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).