Treasure Coast Financial Planning: GNR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Treasure Coast Financial Planning on GNR, newest first. How the timeline and the estimate are built.
Treasure Coast Financial Planning held 113,200 GNR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 113,200 sharesChange vs previous 13F +873 shares
3.72% of the 13F portfolio, value $7,619,510.
13F-HR 0001911307-26-000005 filed by Treasure Coast Financial Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 112,327 sharesChange vs previous 13F -11,008 shares
4.32% of the 13F portfolio, value $8,385,576.
13F-HR 0001911307-26-000003 filed by Treasure Coast Financial Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 123,335 sharesChange vs previous 13F +11,825 shares
4.07% of the 13F portfolio, value $7,659,198.
13F-HR 0001911307-26-000001 filed by Treasure Coast Financial Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 111,510 sharesChange vs previous 13F +5,897 shares
3.68% of the 13F portfolio, value $6,602,523.
13F-HR 0001911307-25-000008 filed by Treasure Coast Financial Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 105,613 sharesChange vs previous 13F +8,092 shares
3.34% of the 13F portfolio, value $5,728,437.
13F-HR 0001911307-25-000005 filed by Treasure Coast Financial Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 97,521 sharesChange vs previous 13F +7,441 shares
3.22% of the 13F portfolio, value $5,192,981.
13F-HR 0001911307-25-000002 filed by Treasure Coast Financial Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 90,080 sharesChange vs previous 13F -11,679 shares
2.95% of the 13F portfolio, value $4,482,370.
13F-HR 0001911307-25-000001 filed by Treasure Coast Financial Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 101,759 sharesChange vs previous 13F not available
3.62% of the 13F portfolio, value $5,868,421.
13F-HR 0001911307-24-000006 filed by Treasure Coast Financial Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).