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STRATEGIC PLANNING GROUP, LLC: EVTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGIC PLANNING GROUP, LLC on EVTR, newest first. How the timeline and the estimate are built.

STRATEGIC PLANNING GROUP, LLC held 8,282 EVTR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,282 shares
    Change vs previous 13F -1,526 shares

    0.05% of the 13F portfolio, value $420,003.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, 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 9,808 shares
    Change vs previous 13F -412,997 shares

    0.07% of the 13F portfolio, value $497,781.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, 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 422,805 shares
    Change vs previous 13F +21,857 shares

    2.8% of the 13F portfolio, value $21,774,481.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, 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 400,948 shares
    Change vs previous 13F +37,166 shares

    2.79% of the 13F portfolio, value $20,628,814.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, 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 363,782 shares
    Change vs previous 13F +26,170 shares

    3.01% of the 13F portfolio, value $18,503,785.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, 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 337,612 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $17,093,328.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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