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Plante Moran Financial Advisors, LLC: F position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plante Moran Financial Advisors, LLC on F, newest first. How the timeline and the estimate are built.

Plante Moran Financial Advisors, LLC held 24,949 F shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,949 shares
    Change vs previous 13F +1,525 shares

    0.02% of the 13F portfolio, value $346,790.

    13F-HR 0001424717-26-000009 filed by Plante Moran Financial Advisors, 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 23,424 shares
    Change vs previous 13F +90 shares

    0.02% of the 13F portfolio, value $270,312.

    13F-HR 0001424717-26-000005 filed by Plante Moran Financial Advisors, 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 23,334 shares
    Change vs previous 13F -866 shares

    0.02% of the 13F portfolio, value $306,145.

    13F-HR 0001424717-26-000003 filed by Plante Moran Financial Advisors, LLC
    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 24,200 shares
    Change vs previous 13F -1,296 shares

    0.02% of the 13F portfolio, value $289,429.

    13F-HR 0001424717-25-000013 filed by Plante Moran Financial Advisors, LLC
    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 25,496 shares
    Change vs previous 13F -4,623 shares

    0.02% of the 13F portfolio, value $276,632.

    13F-HR 0001424717-25-000008 filed by Plante Moran Financial Advisors, LLC
    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 30,119 shares
    Change vs previous 13F +8,212 shares

    0.03% of the 13F portfolio, value $302,097.

    13F-HR 0001424717-25-000006 filed by Plante Moran Financial Advisors, LLC
    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 21,907 shares
    Change vs previous 13F -3,898 shares

    0.02% of the 13F portfolio, value $216,879.

    13F-HR 0001424717-25-000003 filed by Plante Moran Financial Advisors, LLC
    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 25,805 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $272,497.

    13F-HR 0001424717-24-000009 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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