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Disclosery

Partners in Financial Planning: SLYG position timeline

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

Partners in Financial Planning held 18,158 SLYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,158 shares
    Change vs previous 13F -532 shares

    0.33% of the 13F portfolio, value $2,163,211.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 18,690 shares
    Change vs previous 13F +19 shares

    0.3% of the 13F portfolio, value $1,805,871.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 18,671 shares
    Change vs previous 13F +163 shares

    0.3% of the 13F portfolio, value $1,758,645.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 18,508 shares
    Change vs previous 13F +25 shares

    0.3% of the 13F portfolio, value $1,745,530.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 18,483 shares
    Change vs previous 13F +7,678 shares

    0.3% of the 13F portfolio, value $1,640,362.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 10,805 shares
    Change vs previous 13F -85 shares

    0.18% of the 13F portfolio, value $896,801.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 10,890 shares
    Change vs previous 13F -1,094 shares

    0.2% of the 13F portfolio, value $983,904.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 11,984 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,115,786.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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