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Strategic Financial Planning, Inc.: SPSM position timeline

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

Strategic Financial Planning, Inc. held 217,032 SPSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,032 shares
    Change vs previous 13F +217,032 shares

    6.53% of the 13F portfolio, value $12,516,234.

    13F-HR 0001214659-26-010179 filed by Strategic Financial Planning, 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 0 shares
    Change vs previous 13F -178,434 shares

    13F-HR 0001214659-26-006173 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 178,434 shares
    Change vs previous 13F +35,397 shares

    4.76% of the 13F portfolio, value $8,361,395.

    13F-HR 0001214659-26-002083 filed by Strategic Financial Planning, Inc.
    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 143,037 shares
    Change vs previous 13F +19,256 shares

    3.84% of the 13F portfolio, value $6,625,463.

    13F-HR 0001214659-25-016430 filed by Strategic Financial Planning, Inc.
    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 123,781 shares
    Change vs previous 13F +14,621 shares

    3.28% of the 13F portfolio, value $5,273,085.

    13F-HR 0001214659-25-011946 filed by Strategic Financial Planning, Inc.
    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 109,160 shares
    Change vs previous 13F +7,082 shares

    3.07% of the 13F portfolio, value $4,449,675.

    13F-HR 0001214659-25-007548 filed by Strategic Financial Planning, Inc.
    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 102,078 shares
    Change vs previous 13F -236 shares

    3.12% of the 13F portfolio, value $4,585,354.

    13F-HR 0001214659-25-002552 filed by Strategic Financial Planning, Inc.
    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 102,314 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $4,656,330.

    13F-HR 0001214659-24-017949 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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