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Disclosery

Treasure Coast Financial Planning: BIL position timeline

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

Treasure Coast Financial Planning held 149,647 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,647 shares
    Change vs previous 13F +4,543 shares

    6.69% of the 13F portfolio, value $13,713,681.

    13F-HR 0001911307-26-000005 filed by Treasure Coast Financial Planning
    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 145,104 shares
    Change vs previous 13F +6,577 shares

    6.84% of the 13F portfolio, value $13,297,753.

    13F-HR 0001911307-26-000003 filed by Treasure Coast Financial Planning
    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 138,527 shares
    Change vs previous 13F +9,568 shares

    6.73% of the 13F portfolio, value $12,661,940.

    13F-HR 0001911307-26-000001 filed by Treasure Coast Financial Planning
    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 128,959 shares
    Change vs previous 13F +3,648 shares

    6.6% of the 13F portfolio, value $11,831,972.

    13F-HR 0001911307-25-000008 filed by Treasure Coast Financial Planning
    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 125,311 shares
    Change vs previous 13F +2,846 shares

    6.7% of the 13F portfolio, value $11,494,737.

    13F-HR 0001911307-25-000005 filed by Treasure Coast Financial Planning
    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 122,465 shares
    Change vs previous 13F +4,992 shares

    6.96% of the 13F portfolio, value $11,233,714.

    13F-HR 0001911307-25-000002 filed by Treasure Coast Financial Planning
    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 117,473 shares
    Change vs previous 13F +385 shares

    7.08% of the 13F portfolio, value $10,740,556.

    13F-HR 0001911307-25-000001 filed by Treasure Coast Financial Planning
    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 117,088 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $10,749,849.

    13F-HR 0001911307-24-000006 filed by Treasure Coast Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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