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Disclosery

Vested Financial Planning, LLC: SPY position timeline

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

Vested Financial Planning, LLC held 1,235 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,235 shares
    Change vs previous 13F +12 shares

    0.62% of the 13F portfolio, value $921,912.

    13F-HR 0002044679-26-000003 filed by Vested 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 1,223 shares
    Change vs previous 13F +14 shares

    0.61% of the 13F portfolio, value $795,323.

    13F-HR 0002044679-26-000002 filed by Vested 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 1,209 shares
    Change vs previous 13F +24 shares

    0.63% of the 13F portfolio, value $824,287.

    13F-HR 0002044679-26-000001 filed by Vested 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 1,185 shares
    Change vs previous 13F +205 shares

    0.64% of the 13F portfolio, value $789,163.

    13F-HR 0002044679-25-000002 filed by Vested 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 980 shares
    Change vs previous 13F +13 shares

    0.54% of the 13F portfolio, value $605,237.

    13F-HR 0001085146-25-004016 filed by Vested 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 967 shares
    Change vs previous 13F +10 shares

    0.54% of the 13F portfolio, value $541,134.

    13F-HR 0001085146-25-002456 filed by Vested 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 957 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $561,101.

    13F-HR 0001085146-25-000585 filed by Vested Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).