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Disclosery

Financial Planning Hawaii, Inc.: SPY position timeline

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

Financial Planning Hawaii, Inc. held 1,671 SPY 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 1,671 shares
    Change vs previous 13F -127 shares

    0.69% of the 13F portfolio, value $1,274,069.

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

  2. period ended2026-06-30
    13F 1,798 shares
    Change vs previous 13F +353 shares

    0.72% of the 13F portfolio, value $1,342,902.

    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 1,445 shares
    Change vs previous 13F +29 shares

    0.55% of the 13F portfolio, value $939,841.

    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 1,416 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $965,414.

    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).