Skip to content
Disclosery

Townsend Financial Planning, LLC: SLQD position timeline

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

Townsend Financial Planning, LLC held 75,379 SLQD 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 75,379 shares
    Change vs previous 13F +3,885 shares

    3.31% of the 13F portfolio, value $3,796,830.

    13F-HR 0002110688-26-000006 filed by Townsend Financial Planning, 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 71,494 shares
    Change vs previous 13F +3,779 shares

    3.49% of the 13F portfolio, value $3,609,723.

    13F-HR 0002110688-26-000002 filed by Townsend Financial Planning, 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 67,715 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $3,433,132.

    13F-HR 0002110688-26-000001 filed by Townsend Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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