Investments & Financial Planning, LLC: SYBT position timeline

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

Investments & Financial Planning, LLC held 6,719 SYBT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 6,719 shares
Change vs previous 13F -3,263 shares
0.24% of the 13F portfolio, value $513,830.
13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,982 shares
Change vs previous 13F not available
0.36% of the 13F portfolio, value $661,707.
13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).