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Treasure Coast Financial Planning: FTHF position timeline

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

Treasure Coast Financial Planning held 69,187 FTHF 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 69,187 shares
    Change vs previous 13F +4,994 shares

    1.68% of the 13F portfolio, value $3,444,240.

    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 64,193 shares
    Change vs previous 13F +14,611 shares

    1.25% of the 13F portfolio, value $2,422,905.

    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 49,582 shares
    Change vs previous 13F +7,259 shares

    0.87% of the 13F portfolio, value $1,643,241.

    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 42,323 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,244,923.

    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).