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Disclosery

Laurel Wealth Planning LLC: IFRA position timeline

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

Laurel Wealth Planning LLC held 181,129 IFRA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,129 shares
    Change vs previous 13F -3,295 shares

    5.05% of the 13F portfolio, value $11,418,373.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth 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 184,424 shares
    Change vs previous 13F -7,436 shares

    5.56% of the 13F portfolio, value $10,549,053.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth 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 191,860 shares
    Change vs previous 13F -697 shares

    5.59% of the 13F portfolio, value $10,095,674.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth 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 192,557 shares
    Change vs previous 13F -3,141 shares

    5.38% of the 13F portfolio, value $10,170,861.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth 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 195,698 shares
    Change vs previous 13F -2,406 shares

    5.47% of the 13F portfolio, value $9,626,385.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth 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 198,104 shares
    Change vs previous 13F +2,931 shares

    5.93% of the 13F portfolio, value $8,928,548.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth 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 195,173 shares
    Change vs previous 13F -4,367 shares

    5.83% of the 13F portfolio, value $9,035,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth 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 199,540 shares
    Change vs previous 13F not available

    6.12% of the 13F portfolio, value $9,372,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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