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Disclosery

Treasure Coast Financial Planning: JPIB position timeline

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

Treasure Coast Financial Planning held 133,875 JPIB 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 133,875 shares
    Change vs previous 13F -527 shares

    3.16% of the 13F portfolio, value $6,472,873.

    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 134,402 shares
    Change vs previous 13F +5,502 shares

    3.31% of the 13F portfolio, value $6,427,268.

    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 128,900 shares
    Change vs previous 13F +4,866 shares

    3.33% of the 13F portfolio, value $6,278,555.

    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 124,034 shares
    Change vs previous 13F +1,936 shares

    3.39% of the 13F portfolio, value $6,081,396.

    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 122,098 shares
    Change vs previous 13F +2,160 shares

    3.46% of the 13F portfolio, value $5,936,411.

    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 119,938 shares
    Change vs previous 13F +3,641 shares

    3.56% of the 13F portfolio, value $5,743,831.

    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 116,297 shares
    Change vs previous 13F -5,840 shares

    3.62% of the 13F portfolio, value $5,496,196.

    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 122,137 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $5,942,576.

    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).