Skip to content
Disclosery

Vilga Financial Planning LLC: JPM position timeline

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

Vilga Financial Planning LLC held 2,197 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,197 shares
    Change vs previous 13F -32 shares

    0.43% of the 13F portfolio, value $726,834.

    13F-HR 0001085146-26-000834 filed by Vilga Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,229 shares
    Change vs previous 13F +48 shares

    0.55% of the 13F portfolio, value $729,619.

    13F-HR 0002083456-26-000003 filed by Vilga 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 ended2026-03-31
    13F 2,181 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $641,563.

    13F-HR 0002083456-26-000002 filed by Vilga 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 ended2025-12-31
    13F 2,181 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $702,762.

    13F-HR 0002083456-26-000001 filed by Vilga Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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