Valtinson Bruner Financial Planning LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valtinson Bruner Financial Planning LLC on VO, newest first. How the timeline and the estimate are built.
Valtinson Bruner Financial Planning LLC held 50,001 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 50,001 sharesChange vs previous 13F +38,071 shares
1.01% of the 13F portfolio, value $4,028,585.
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 11,930 sharesChange vs previous 13F +506 shares
0.94% of the 13F portfolio, value $3,426,089.
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 11,424 sharesChange vs previous 13F -100 shares
0.95% of the 13F portfolio, value $3,315,448.
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 11,524 sharesChange vs previous 13F +353 shares
1% of the 13F portfolio, value $3,385,102.
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 11,171 sharesChange vs previous 13F +526 shares
0.98% of the 13F portfolio, value $3,125,981.
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).
- period ended2025-03-3113F 10,645 sharesChange vs previous 13F +192 shares
0.93% of the 13F portfolio, value $2,753,010.
13F-HR 0001761450-25-000002 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 ended2024-12-3113F 10,453 sharesChange vs previous 13F -62 shares
0.96% of the 13F portfolio, value $2,760,951.
13F-HR 0001761450-25-000001 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 ended2024-09-3013F 10,515 sharesChange vs previous 13F not available
0.97% of the 13F portfolio, value $2,774,172.
13F-HR 0001761450-24-000004 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).