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Disclosery

Partners in Financial Planning: SPDW position timeline

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

Partners in Financial Planning held 291,107 SPDW 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 291,107 shares
    Change vs previous 13F +1,132 shares

    2.22% of the 13F portfolio, value $14,668,868.

    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 289,975 shares
    Change vs previous 13F -431 shares

    2.2% of the 13F portfolio, value $13,237,373.

    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 290,406 shares
    Change vs previous 13F +3,879 shares

    2.18% of the 13F portfolio, value $12,896,931.

    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 286,527 shares
    Change vs previous 13F -287 shares

    2.12% of the 13F portfolio, value $12,260,480.

    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 286,814 shares
    Change vs previous 13F +72,873 shares

    2.14% of the 13F portfolio, value $11,613,089.

    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 213,941 shares
    Change vs previous 13F -1,324 shares

    1.57% of the 13F portfolio, value $7,789,574.

    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 215,265 shares
    Change vs previous 13F -5,293 shares

    1.5% of the 13F portfolio, value $7,346,978.

    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 220,558 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $8,284,147.

    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).