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Disclosery

Financial Planning Fort Collins, LLC: IYM position timeline

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

Financial Planning Fort Collins, LLC held 17,172 IYM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,172 shares
    Change vs previous 13F +52 shares

    2.4% of the 13F portfolio, value $3,039,542.

    13F-HR 0002111920-26-000003 filed by Financial Planning Fort Collins, 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 17,120 shares
    Change vs previous 13F -1,727 shares

    2.47% of the 13F portfolio, value $3,157,828.

    13F-HR 0002111920-26-000002 filed by Financial Planning Fort Collins, 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 18,847 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $2,901,652.

    13F-HR 0002111920-26-000001 filed by Financial Planning Fort Collins, LLC
    Filed (acceptance time not in the bulk data set), ingested

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