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Vested Financial Planning, LLC: VTEB position timeline

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

Vested Financial Planning, LLC held 168,500 VTEB 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 168,500 shares
    Change vs previous 13F +33,876 shares

    5.72% of the 13F portfolio, value $8,522,733.

    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 134,624 shares
    Change vs previous 13F +24,569 shares

    5.12% of the 13F portfolio, value $6,716,394.

    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 110,055 shares
    Change vs previous 13F +7,790 shares

    4.26% of the 13F portfolio, value $5,534,669.

    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 102,265 shares
    Change vs previous 13F -1,089 shares

    4.15% of the 13F portfolio, value $5,120,412.

    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 103,354 shares
    Change vs previous 13F +17,786 shares

    4.51% of the 13F portfolio, value $5,067,450.

    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 85,568 shares
    Change vs previous 13F +306 shares

    4.24% of the 13F portfolio, value $4,245,887.

    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 85,262 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $4,274,187.

    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).