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Disclosery

Brewster Financial Planning LLC: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brewster Financial Planning LLC on SPTM, newest first. How the timeline and the estimate are built.

Brewster Financial Planning LLC held 3,764 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,764 shares
    Change vs previous 13F -57 shares

    0.19% of the 13F portfolio, value $341,734.

    13F-HR 0001898145-26-000003 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,821 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $302,089.

    13F-HR 0001898145-26-000002 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,821 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $315,233.

    13F-HR 0001898145-26-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,821 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $308,164.

    13F-HR 0001898145-25-000006 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,821 shares
    Change vs previous 13F -109 shares

    0.19% of the 13F portfolio, value $286,155.

    13F-HR 0001898145-25-000004 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,930 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $267,280.

    13F-HR 0001898145-25-000003 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,930 shares
    Change vs previous 13F -617 shares

    0.21% of the 13F portfolio, value $280,720.

    13F-HR 0001898145-25-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 4,547 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $318,563.

    13F-HR/A 0001898145-24-000006 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).