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Disclosery

PlanVest Financial, Inc: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PlanVest Financial, Inc on SPY, newest first. How the timeline and the estimate are built.

PlanVest Financial, Inc held 5,625 SPY 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 5,625 shares
    Change vs previous 13F +260 shares

    2.81% of the 13F portfolio, value $4,200,649.

    13F-HR 0002135239-26-000002 filed by PlanVest Financial, Inc
    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 5,365 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $3,489,424.

    13F-HR 0002135239-26-000001 filed by PlanVest Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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