Valtinson Bruner Financial Planning LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Valtinson Bruner Financial Planning LLC opened 9 positions, added to 17, reduced 19, sold out of 5 and left 7 unchanged. The largest increase in value was AMD (+$1,461,079); the largest decrease was HONZZZZ (-$1,332,930).
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 5,897; Shares 2026-06-30 0.
- INTU: Country of operation United States; Class COM; Shares 2026-03-31 710; Shares 2026-06-30 0.
- LITE: Country of operation United States; Class COM; Shares 2026-03-31 331; Shares 2026-06-30 0.
- DCI: Country of operation United States; Class COM; Shares 2026-03-31 2,427; Shares 2026-06-30 0.
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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