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Disclosery

Treasure Coast Financial Planning: BILS position timeline

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

Treasure Coast Financial Planning held 143,209 BILS 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 143,209 shares
    Change vs previous 13F +1,912 shares

    6.94% of the 13F portfolio, value $14,232,150.

    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 141,297 shares
    Change vs previous 13F +12,658 shares

    7.23% of the 13F portfolio, value $14,050,767.

    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 128,639 shares
    Change vs previous 13F +6,752 shares

    6.78% of the 13F portfolio, value $12,764,865.

    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 121,887 shares
    Change vs previous 13F +1,485 shares

    6.77% of the 13F portfolio, value $12,130,188.

    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 120,402 shares
    Change vs previous 13F +2,409 shares

    6.98% of the 13F portfolio, value $11,971,548.

    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 117,993 shares
    Change vs previous 13F +6,088 shares

    7.28% of the 13F portfolio, value $11,739,124.

    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 111,905 shares
    Change vs previous 13F -3,822 shares

    7.31% of the 13F portfolio, value $11,095,381.

    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 115,727 shares
    Change vs previous 13F not available

    7.11% of the 13F portfolio, value $11,524,095.

    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).