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Disclosery

WALLER FINANCIAL PLANNING GROUP, INC: OEF position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 540 OEF 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 540 shares
    Change vs previous 13F +540 shares

    0.04% of the 13F portfolio, value $206,323.

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -790 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 790 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $213,956.

    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).