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Disclosery

Partners in Financial Planning: SPTS position timeline

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

Partners in Financial Planning held 40,176 SPTS 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 40,176 shares
    Change vs previous 13F -9,803 shares

    0.18% of the 13F portfolio, value $1,165,492.

    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 49,979 shares
    Change vs previous 13F -674 shares

    0.24% of the 13F portfolio, value $1,458,380.

    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 50,653 shares
    Change vs previous 13F +2,521 shares

    0.25% of the 13F portfolio, value $1,483,130.

    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 48,132 shares
    Change vs previous 13F +269 shares

    0.24% of the 13F portfolio, value $1,411,222.

    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 47,863 shares
    Change vs previous 13F -2,066 shares

    0.26% of the 13F portfolio, value $1,401,908.

    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 49,929 shares
    Change vs previous 13F -1,017 shares

    0.29% of the 13F portfolio, value $1,459,924.

    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 50,946 shares
    Change vs previous 13F +2,810 shares

    0.3% of the 13F portfolio, value $1,477,957.

    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 48,136 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,415,685.

    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).