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Valtinson Bruner Financial Planning LLC: SPYV position timeline

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

Valtinson Bruner Financial Planning LLC held 265,947 SPYV 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 265,947 shares
    Change vs previous 13F +14,593 shares

    4.05% of the 13F portfolio, value $16,166,932.

    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 251,354 shares
    Change vs previous 13F +2,840 shares

    3.91% of the 13F portfolio, value $14,221,605.

    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 248,514 shares
    Change vs previous 13F -296 shares

    4.06% of the 13F portfolio, value $14,118,102.

    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 248,810 shares
    Change vs previous 13F +11,952 shares

    4.08% of the 13F portfolio, value $13,766,643.

    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 236,858 shares
    Change vs previous 13F +14,567 shares

    3.89% of the 13F portfolio, value $12,397,163.

    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 222,291 shares
    Change vs previous 13F +3,823 shares

    3.84% of the 13F portfolio, value $11,352,422.

    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 218,468 shares
    Change vs previous 13F +460 shares

    3.9% of the 13F portfolio, value $11,172,474.

    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 218,008 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $11,523,929.

    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).