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Disclosery

Treasure Coast Financial Planning: BKIE position timeline

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

Treasure Coast Financial Planning held 26,762 BKIE 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 26,762 shares
    Change vs previous 13F -932 shares

    1.31% of the 13F portfolio, value $2,692,257.

    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 27,694 shares
    Change vs previous 13F -323 shares

    1.33% of the 13F portfolio, value $2,587,450.

    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 28,017 shares
    Change vs previous 13F -73 shares

    1.38% of the 13F portfolio, value $2,593,254.

    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 28,090 shares
    Change vs previous 13F -205 shares

    1.4% of the 13F portfolio, value $2,515,460.

    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 28,295 shares
    Change vs previous 13F +2,271 shares

    1.42% of the 13F portfolio, value $2,438,180.

    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 26,024 shares
    Change vs previous 13F -140 shares

    1.25% of the 13F portfolio, value $2,013,217.

    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 26,164 shares
    Change vs previous 13F +2,577 shares

    1.25% of the 13F portfolio, value $1,895,059.

    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 23,587 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,867,383.

    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).