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Disclosery

Partners in Financial Planning: SUB position timeline

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

Partners in Financial Planning held 110,184 SUB 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 110,184 shares
    Change vs previous 13F +7,983 shares

    1.78% of the 13F portfolio, value $11,731,336.

    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 102,201 shares
    Change vs previous 13F +1,961 shares

    1.81% of the 13F portfolio, value $10,884,421.

    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 100,240 shares
    Change vs previous 13F +2,285 shares

    1.81% of the 13F portfolio, value $10,695,560.

    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 97,955 shares
    Change vs previous 13F +6,504 shares

    1.81% of the 13F portfolio, value $10,459,610.

    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 91,451 shares
    Change vs previous 13F +7,178 shares

    1.79% of the 13F portfolio, value $9,724,877.

    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 84,273 shares
    Change vs previous 13F -689 shares

    1.79% of the 13F portfolio, value $8,899,274.

    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 84,962 shares
    Change vs previous 13F -1,460 shares

    1.83% of the 13F portfolio, value $8,961,806.

    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 86,422 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $9,177,184.

    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).