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Disclosery

Financial Planning Hawaii, Inc.: RJF position timeline

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

Financial Planning Hawaii, Inc. held 2,487 RJF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,487 shares
    Change vs previous 13F +255 shares

    0.21% of the 13F portfolio, value $392,996.

    13F-HR 0002105146-26-000004 filed by Financial Planning Hawaii, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,232 shares
    Change vs previous 13F +647 shares

    0.18% of the 13F portfolio, value $339,331.

    13F-HR 0002105146-26-000003 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,585 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $229,492.

    13F-HR 0002105146-26-000002 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,585 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $254,535.

    13F-HR 0002105146-26-000001 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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