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Disclosery

Treasure Coast Financial Planning: GTO position timeline

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

Treasure Coast Financial Planning held 29,813 GTO 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 29,813 shares
    Change vs previous 13F -2,381 shares

    0.68% of the 13F portfolio, value $1,397,335.

    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 32,194 shares
    Change vs previous 13F -1,183 shares

    0.78% of the 13F portfolio, value $1,507,645.

    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 33,377 shares
    Change vs previous 13F -114 shares

    0.84% of the 13F portfolio, value $1,582,737.

    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 33,491 shares
    Change vs previous 13F -604 shares

    0.89% of the 13F portfolio, value $1,591,157.

    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 34,095 shares
    Change vs previous 13F -690 shares

    0.93% of the 13F portfolio, value $1,598,715.

    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 34,785 shares
    Change vs previous 13F -1,600 shares

    1.01% of the 13F portfolio, value $1,632,460.

    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 36,385 shares
    Change vs previous 13F +17,293 shares

    1.11% of the 13F portfolio, value $1,688,264.

    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 19,092 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $922,144.

    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).