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Vested Financial Planning, LLC: VXF position timeline

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

Vested Financial Planning, LLC held 19,722 VXF 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 19,722 shares
    Change vs previous 13F +234 shares

    3.26% of the 13F portfolio, value $4,855,727.

    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 19,488 shares
    Change vs previous 13F +1,668 shares

    3.06% of the 13F portfolio, value $4,010,667.

    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 17,820 shares
    Change vs previous 13F +1,108 shares

    2.87% of the 13F portfolio, value $3,726,555.

    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 16,712 shares
    Change vs previous 13F -257 shares

    2.84% of the 13F portfolio, value $3,498,527.

    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 16,969 shares
    Change vs previous 13F +2,991 shares

    2.91% of the 13F portfolio, value $3,270,130.

    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 13,978 shares
    Change vs previous 13F +331 shares

    2.41% of the 13F portfolio, value $2,407,881.

    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 13,647 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $2,592,691.

    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).