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Disclosery

Lynch Investment Planning, LLC: NEAR position timeline

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

Lynch Investment Planning, LLC held 25,242 NEAR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,242 shares
    Change vs previous 13F +6,451 shares

    0.98% of the 13F portfolio, value $1,278,760.

    13F-HR 0001754960-26-000556 filed by Lynch Investment 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 18,791 shares
    Change vs previous 13F +798 shares

    0.86% of the 13F portfolio, value $955,241.

    13F-HR 0001754960-26-000378 filed by Lynch Investment 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 17,993 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $919,442.

    13F-HR 0001754960-26-000191 filed by Lynch Investment Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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