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Valtinson Bruner Financial Planning LLC: ZROZ position timeline

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

Valtinson Bruner Financial Planning LLC held 17,149 ZROZ 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 17,149 shares
    Change vs previous 13F -2,545 shares

    0.28% of the 13F portfolio, value $1,099,251.

    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 19,694 shares
    Change vs previous 13F -13,744 shares

    0.35% of the 13F portfolio, value $1,260,613.

    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 33,438 shares
    Change vs previous 13F -14,047 shares

    0.62% of the 13F portfolio, value $2,148,392.

    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 47,485 shares
    Change vs previous 13F -2,263 shares

    0.96% of the 13F portfolio, value $3,227,081.

    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 49,748 shares
    Change vs previous 13F -5,884 shares

    1.05% of the 13F portfolio, value $3,336,598.

    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 55,632 shares
    Change vs previous 13F -17,327 shares

    1.35% of the 13F portfolio, value $3,984,920.

    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 72,959 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $5,006,447.

    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).