Planning Project LLC VVTMF β€” VVT MED INC F

Ownership history in Planning Project LLC  Β·  1 quarter on record

AI Ownership Summary

Planning Project LLC reported VVT MED INC F (VVTMF) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows VVTMF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VVTMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Planning Project LLC's position in VVT MED INC F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VVTMF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Planning Project LLC held VVTMF β€” position size vs. price
% of Fund (quarterly)    VVTMF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 44 β€” β€” 0.00% $8 2026-02-12 $0.30

FAQ About Planning Project LLC and VVTMF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Planning Project LLC reported owning VVTMF?

Planning Project LLC reported VVTMF across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported VVTMF position in Planning Project LLC's portfolio?

The largest reported portfolio weight for VVTMF was 0.00% in 2025 Q4.

What is the latest reported VVTMF position on this page?

The most recent filing on this page is 2025 Q4, when Planning Project LLC reported 44 shares, equal to 0.00% of portfolio, with an estimated market value of $8.

What does the chart on this VVTMF ownership page compare?

The chart compares Planning Project LLC's quarterly VVTMF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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