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Disclosery

Treasure Coast Financial Planning: FLEE position timeline

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

Treasure Coast Financial Planning held 260,576 FLEE 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 260,576 shares
    Change vs previous 13F -902 shares

    4.94% of the 13F portfolio, value $10,123,396.

    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 261,478 shares
    Change vs previous 13F +9,425 shares

    4.89% of the 13F portfolio, value $9,507,539.

    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 252,053 shares
    Change vs previous 13F +1,295 shares

    4.89% of the 13F portfolio, value $9,209,669.

    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 250,758 shares
    Change vs previous 13F -13,273 shares

    4.85% of the 13F portfolio, value $8,701,316.

    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 264,031 shares
    Change vs previous 13F +17,493 shares

    5.15% of the 13F portfolio, value $8,842,394.

    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 246,538 shares
    Change vs previous 13F +19,069 shares

    4.73% of the 13F portfolio, value $7,622,955.

    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 227,469 shares
    Change vs previous 13F -8,184 shares

    4.15% of the 13F portfolio, value $6,305,441.

    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 235,653 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $7,304,065.

    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).