Valtinson Bruner Financial Planning LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Valtinson Bruner Financial Planning LLC opened 0 positions, added to 0, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was BP (-$67,338); the largest decrease was BP (-$67,338).
- BP: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 5,965; Shares 2026-06-30 5,765.
Two Form 13F-HR filings compared (SEC CIK 1761450): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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