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Valtinson Bruner Financial Planning LLC: XTWY position timeline

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

Valtinson Bruner Financial Planning LLC held 603,424 XTWY 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 603,424 shares
    Change vs previous 13F +11,755 shares

    5.68% of the 13F portfolio, value $22,649,535.

    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 591,669 shares
    Change vs previous 13F +39,798 shares

    6.11% of the 13F portfolio, value $22,240,822.

    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 551,871 shares
    Change vs previous 13F +57,884 shares

    6.01% of the 13F portfolio, value $20,882,784.

    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 493,987 shares
    Change vs previous 13F +16,062 shares

    5.71% of the 13F portfolio, value $19,290,211.

    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 477,925 shares
    Change vs previous 13F +27,202 shares

    5.79% of the 13F portfolio, value $18,435,581.

    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 450,723 shares
    Change vs previous 13F -104,837 shares

    6.11% of the 13F portfolio, value $18,079,040.

    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 555,560 shares
    Change vs previous 13F -82,506 shares

    7.49% of the 13F portfolio, value $21,439,060.

    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 638,066 shares
    Change vs previous 13F not available

    9.79% of the 13F portfolio, value $28,099,533.

    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).