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WALLER FINANCIAL PLANNING GROUP, INC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on BSV, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 17,645 BSV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,645 shares
    Change vs previous 13F -163 shares

    0.27% of the 13F portfolio, value $1,348,112.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,808 shares
    Change vs previous 13F +602 shares

    0.29% of the 13F portfolio, value $1,387,449.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    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 17,206 shares
    Change vs previous 13F -516 shares

    0.3% of the 13F portfolio, value $1,349,144.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    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 17,722 shares
    Change vs previous 13F +170 shares

    0.31% of the 13F portfolio, value $1,396,689.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,552 shares
    Change vs previous 13F +84 shares

    0.32% of the 13F portfolio, value $1,385,039.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,468 shares
    Change vs previous 13F -1,061 shares

    0.33% of the 13F portfolio, value $1,374,736.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,529 shares
    Change vs previous 13F -409 shares

    0.41% of the 13F portfolio, value $1,450,449.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,938 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,463,335.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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