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Disclosery

Treasure Coast Financial Planning: FVD position timeline

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

Treasure Coast Financial Planning held 79,802 FVD 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 79,802 shares
    Change vs previous 13F -67 shares

    1.88% of the 13F portfolio, value $3,844,863.

    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 79,869 shares
    Change vs previous 13F -579 shares

    1.93% of the 13F portfolio, value $3,756,176.

    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 80,448 shares
    Change vs previous 13F +2,118 shares

    1.97% of the 13F portfolio, value $3,707,043.

    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 78,330 shares
    Change vs previous 13F -29,898 shares

    2.02% of the 13F portfolio, value $3,621,960.

    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 108,228 shares
    Change vs previous 13F +433 shares

    2.82% of the 13F portfolio, value $4,837,773.

    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 107,795 shares
    Change vs previous 13F +4,354 shares

    2.98% of the 13F portfolio, value $4,806,579.

    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 103,441 shares
    Change vs previous 13F -4,837 shares

    2.97% of the 13F portfolio, value $4,514,165.

    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 108,278 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $4,925,566.

    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).