Skip to content
Disclosery

WALLER FINANCIAL PLANNING GROUP, INC: VOT position timeline

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

WALLER FINANCIAL PLANNING GROUP, INC held 2,956 VOT 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 2,956 shares
    Change vs previous 13F -69 shares

    0.18% of the 13F portfolio, value $863,558.

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

  2. period ended2026-06-30
    13F 3,025 shares
    Change vs previous 13F -150 shares

    0.19% of the 13F portfolio, value $926,508.

    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 3,175 shares
    Change vs previous 13F -285 shares

    0.18% of the 13F portfolio, value $817,045.

    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 3,460 shares
    Change vs previous 13F -349 shares

    0.21% of the 13F portfolio, value $965,780.

    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 -109 shares

    0.26% of the 13F portfolio, value $1,118,999.

    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 3,918 shares
    Change vs previous 13F +80 shares

    0.27% of the 13F portfolio, value $1,114,195.

    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 3,838 shares
    Change vs previous 13F -227 shares

    0.26% of the 13F portfolio, value $938,889.

    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 4,065 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,031,453.

    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).