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Disclosery

Frisco Financial Planning LLC: SPY position timeline

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

Frisco Financial Planning LLC held 13,402 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,402 shares
    Change vs previous 13F -248 shares

    7.95% of the 13F portfolio, value $10,220,518.

    13F-HR 0002133972-26-000010 filed by Frisco Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,650 shares
    Change vs previous 13F +22 shares

    7.68% of the 13F portfolio, value $10,193,751.

    13F-HR 0002133972-26-000008 filed by Frisco Financial Planning LLC
    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 13,628 shares
    Change vs previous 13F +538 shares

    7.31% of the 13F portfolio, value $8,862,796.

    13F-HR 0002133972-26-000007 filed by Frisco Financial Planning LLC
    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 13,090 shares
    Change vs previous 13F -321 shares

    7.46% of the 13F portfolio, value $8,926,538.

    13F-HR 0002133972-26-000005 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,411 shares
    Change vs previous 13F -176 shares

    7.62% of the 13F portfolio, value $8,934,035.

    13F-HR 0002133972-26-000004 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,587 shares
    Change vs previous 13F -43 shares

    7.64% of the 13F portfolio, value $8,394,828.

    13F-HR 0002133972-26-000003 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,630 shares
    Change vs previous 13F +303 shares

    7.39% of the 13F portfolio, value $7,624,583.

    13F-HR 0002133972-26-000002 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,327 shares
    Change vs previous 13F not available

    7.72% of the 13F portfolio, value $7,810,629.

    13F-HR 0002133972-26-000001 filed by Frisco Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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