Valtinson Bruner Financial Planning LLC: SPIB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valtinson Bruner Financial Planning LLC on SPIB, newest first. How the timeline and the estimate are built.
Valtinson Bruner Financial Planning LLC held 10,436 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 10,436 sharesChange vs previous 13F -784 shares
0.09% of the 13F portfolio, value $349,189.
13F-HR 0001761450-26-000004 filed by Valtinson Bruner Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,220 sharesChange vs previous 13F +1,562 shares
0.1% of the 13F portfolio, value $376,319.
13F-HR 0001761450-26-000002 filed by Valtinson Bruner Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,658 sharesChange vs previous 13F +1,722 shares
0.09% of the 13F portfolio, value $326,533.
13F-HR 0001761450-26-000001 filed by Valtinson Bruner Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,936 sharesChange vs previous 13F +362 shares
0.08% of the 13F portfolio, value $268,936.
13F-HR 0001761450-25-000005 filed by Valtinson Bruner Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,574 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $254,335.
13F-HR 0001761450-25-000003 filed by Valtinson Bruner Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).