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Disclosery

Treasure Coast Financial Planning: BOND position timeline

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

Treasure Coast Financial Planning held 78,311 BOND 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 78,311 shares
    Change vs previous 13F +1,184 shares

    3.52% of the 13F portfolio, value $7,221,089.

    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 77,127 shares
    Change vs previous 13F -15,217 shares

    3.66% of the 13F portfolio, value $7,117,584.

    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 92,344 shares
    Change vs previous 13F +3,524 shares

    4.57% of the 13F portfolio, value $8,598,100.

    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 88,820 shares
    Change vs previous 13F +2,119 shares

    4.62% of the 13F portfolio, value $8,291,318.

    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 86,701 shares
    Change vs previous 13F +1,855 shares

    4.66% of the 13F portfolio, value $7,992,057.

    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 84,846 shares
    Change vs previous 13F +2,001 shares

    4.86% of the 13F portfolio, value $7,845,710.

    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 82,845 shares
    Change vs previous 13F -11,460 shares

    4.93% of the 13F portfolio, value $7,490,845.

    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 94,305 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $8,922,186.

    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).