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Valtinson Bruner Financial Planning LLC: VUSB position timeline

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

Valtinson Bruner Financial Planning LLC held 331,292 VUSB 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 331,292 shares
    Change vs previous 13F -9,089 shares

    4.13% of the 13F portfolio, value $16,491,714.

    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 340,381 shares
    Change vs previous 13F -4,266 shares

    4.66% of the 13F portfolio, value $16,945,889.

    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 344,647 shares
    Change vs previous 13F -39,560 shares

    4.94% of the 13F portfolio, value $17,177,217.

    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 384,207 shares
    Change vs previous 13F -13,060 shares

    5.69% of the 13F portfolio, value $19,208,409.

    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 397,267 shares
    Change vs previous 13F +53,516 shares

    6.22% of the 13F portfolio, value $19,809,696.

    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 343,751 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $17,137,708.

    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).