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Disclosery

Treasure Coast Financial Planning: FTRI position timeline

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

Treasure Coast Financial Planning held 25,256 FTRI 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 25,256 shares
    Change vs previous 13F -2,173 shares

    0.2% of the 13F portfolio, value $400,813.

    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 27,429 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $489,608.

    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 27,429 shares
    Change vs previous 13F +1,004 shares

    0.23% of the 13F portfolio, value $429,785.

    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 26,425 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $401,515.

    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 26,425 shares
    Change vs previous 13F -44 shares

    0.22% of the 13F portfolio, value $376,028.

    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 26,469 shares
    Change vs previous 13F +1,179 shares

    0.22% of the 13F portfolio, value $350,450.

    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 25,290 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $304,135.

    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).