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WALLER FINANCIAL PLANNING GROUP, INC: VBR position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 154,175 VBR 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 154,175 shares
    Change vs previous 13F +7,471 shares

    7.23% of the 13F portfolio, value $35,619,044.

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

  2. period ended2026-06-30
    13F 146,704 shares
    Change vs previous 13F -10,619 shares

    7.34% of the 13F portfolio, value $35,647,571.

    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 157,323 shares
    Change vs previous 13F +10,069 shares

    7.54% of the 13F portfolio, value $34,178,423.

    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 147,254 shares
    Change vs previous 13F +143,445 shares

    6.93% of the 13F portfolio, value $31,186,925.

    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 3,809 shares
    Change vs previous 13F -10 shares

    0.18% of the 13F portfolio, value $794,977.

    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 3,819 shares
    Change vs previous 13F -254 shares

    0.18% of the 13F portfolio, value $744,744.

    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 4,073 shares
    Change vs previous 13F -861 shares

    0.21% of the 13F portfolio, value $758,760.

    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 4,934 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $977,875.

    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).