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Forbes Financial Planning, Inc.: SPIB position timeline

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

Forbes Financial Planning, Inc. held 251,705 SPIB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,705 shares
    Change vs previous 13F -1,526 shares

    4.52% of the 13F portfolio, value $8,422,046.

    13F-HR 0001911316-26-000003 filed by Forbes Financial Planning, 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 253,231 shares
    Change vs previous 13F +15,083 shares

    4.91% of the 13F portfolio, value $8,493,359.

    13F-HR 0001911316-26-000002 filed by Forbes Financial Planning, 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 238,148 shares
    Change vs previous 13F +20,552 shares

    4.71% of the 13F portfolio, value $8,057,432.

    13F-HR 0001911316-26-000001 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 217,596 shares
    Change vs previous 13F +2,884 shares

    4.92% of the 13F portfolio, value $7,441,878.

    13F-HR 0001911316-25-000002 filed by Forbes Financial Planning, Inc.
    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 214,712 shares
    Change vs previous 13F -5,456 shares

    4.87% of the 13F portfolio, value $7,210,014.

    13F-HR 0001085146-25-004580 filed by Forbes Financial Planning, Inc.
    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 220,168 shares
    Change vs previous 13F -6,214 shares

    5.42% of the 13F portfolio, value $7,318,400.

    13F-HR 0001085146-25-002768 filed by Forbes Financial Planning, Inc.
    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 226,382 shares
    Change vs previous 13F +24,079 shares

    3.59% of the 13F portfolio, value $7,416,271.

    13F-HR 0001085146-25-000965 filed by Forbes Financial Planning, Inc.
    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 202,303 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $6,819,637.

    13F-HR 0001085146-24-005213 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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