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Disclosery

Brewster Financial Planning LLC: SUB position timeline

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

Brewster Financial Planning LLC held 32,011 SUB 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 32,011 shares
    Change vs previous 13F +4,573 shares

    1.87% of the 13F portfolio, value $3,408,212.

    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 27,438 shares
    Change vs previous 13F +2,607 shares

    1.77% of the 13F portfolio, value $2,922,147.

    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 24,831 shares
    Change vs previous 13F +3,584 shares

    1.63% of the 13F portfolio, value $2,649,468.

    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 21,247 shares
    Change vs previous 13F +5,651 shares

    1.43% of the 13F portfolio, value $2,268,755.

    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 15,596 shares
    Change vs previous 13F +1,500 shares

    1.12% of the 13F portfolio, value $1,658,479.

    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 14,096 shares
    Change vs previous 13F +3,991 shares

    1.1% of the 13F portfolio, value $1,488,538.

    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 10,105 shares
    Change vs previous 13F +5,684 shares

    0.81% of the 13F portfolio, value $1,065,876.

    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 4,421 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $469,466.

    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).