Valtinson Bruner Financial Planning LLC: UFIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valtinson Bruner Financial Planning LLC on UFIV, newest first. How the timeline and the estimate are built.
Valtinson Bruner Financial Planning LLC held 4,607 UFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 4,607 sharesChange vs previous 13F +42 shares
0.06% of the 13F portfolio, value $222,281.
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 4,565 sharesChange vs previous 13F +38 shares
0.06% of the 13F portfolio, value $222,866.
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 4,527 sharesChange vs previous 13F -7 shares
0.06% of the 13F portfolio, value $223,030.
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 4,534 sharesChange vs previous 13F +36 shares
0.07% of the 13F portfolio, value $223,758.
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 4,498 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $221,415.
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).