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WALLER FINANCIAL PLANNING GROUP, INC: VEA position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 156,500 VEA 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 156,500 shares
    Change vs previous 13F -605 shares

    2.24% of the 13F portfolio, value $11,050,445.

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

  2. period ended2026-06-30
    13F 157,105 shares
    Change vs previous 13F -2,359 shares

    2.31% of the 13F portfolio, value $11,193,766.

    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 159,464 shares
    Change vs previous 13F -2,632 shares

    2.26% of the 13F portfolio, value $10,218,484.

    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 162,096 shares
    Change vs previous 13F -12,258 shares

    2.25% of the 13F portfolio, value $10,126,167.

    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 174,354 shares
    Change vs previous 13F -1,700 shares

    2.4% of the 13F portfolio, value $10,447,321.

    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 176,054 shares
    Change vs previous 13F +6,083 shares

    2.43% of the 13F portfolio, value $10,036,866.

    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 169,971 shares
    Change vs previous 13F -2,790 shares

    2.43% of the 13F portfolio, value $8,639,651.

    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 172,761 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $8,261,454.

    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).