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Investments & Financial Planning, LLC: URTH position timeline

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

Investments & Financial Planning, LLC held 57,341 URTH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,341 shares
    Change vs previous 13F +1,492 shares

    5.5% of the 13F portfolio, value $11,619,676.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, LLC
    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 55,849 shares
    Change vs previous 13F +1,514 shares

    5.47% of the 13F portfolio, value $10,053,950.

    13F-HR 0001909307-26-000005 filed by Investments & 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 ended2025-12-31
    13F 54,335 shares
    Change vs previous 13F -603 shares

    5.42% of the 13F portfolio, value $10,093,837.

    13F-HR 0001909307-26-000002 filed by Investments & 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 ended2025-09-30
    13F 54,938 shares
    Change vs previous 13F +443 shares

    5.39% of the 13F portfolio, value $9,974,532.

    13F-HR 0001909307-25-000013 filed by Investments & 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 ended2025-06-30
    13F 54,495 shares
    Change vs previous 13F +3,280 shares

    5.32% of the 13F portfolio, value $9,230,352.

    13F-HR 0001909307-25-000010 filed by Investments & 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 ended2025-03-31
    13F 51,215 shares
    Change vs previous 13F +1,606 shares

    5.09% of the 13F portfolio, value $7,845,150.

    13F-HR 0001909307-25-000005 filed by Investments & 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 ended2024-12-31
    13F 49,609 shares
    Change vs previous 13F +2,046 shares

    4.75% of the 13F portfolio, value $7,714,237.

    13F-HR 0001909307-25-000002 filed by Investments & 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 ended2024-09-30
    13F 47,563 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $7,463,081.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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