Skip to content
Disclosery

Financial Plan, Inc.: SPAB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Plan, Inc. on SPAB, newest first. How the timeline and the estimate are built.

Financial Plan, Inc. held 30,285 SPAB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,285 shares
    Change vs previous 13F -151 shares

    0.07% of the 13F portfolio, value $772,873.

    13F-HR 0002107584-26-000004 filed by Financial Plan, Inc.
    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 30,436 shares
    Change vs previous 13F -1,057 shares

    0.08% of the 13F portfolio, value $779,770.

    13F-HR 0002107584-26-000002 filed by Financial Plan, Inc.
    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 31,493 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $810,945.

    13F-HR 0002107584-26-000001 filed by Financial Plan, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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