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WALLER FINANCIAL PLANNING GROUP, INC: FLOT position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 37,520 FLOT 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 37,520 shares
    Change vs previous 13F -2,307 shares

    0.39% of the 13F portfolio, value $1,915,379.

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

  2. period ended2026-06-30
    13F 39,827 shares
    Change vs previous 13F +986 shares

    0.42% of the 13F portfolio, value $2,033,145.

    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 38,841 shares
    Change vs previous 13F +310 shares

    0.44% of the 13F portfolio, value $1,978,970.

    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 38,531 shares
    Change vs previous 13F +1,615 shares

    0.44% of the 13F portfolio, value $1,959,704.

    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 36,916 shares
    Change vs previous 13F -1,020 shares

    0.43% of the 13F portfolio, value $1,885,861.

    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 37,936 shares
    Change vs previous 13F -1,554 shares

    0.47% of the 13F portfolio, value $1,935,494.

    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 39,490 shares
    Change vs previous 13F -818 shares

    0.57% of the 13F portfolio, value $2,015,957.

    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 40,308 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,050,859.

    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).