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Disclosery

Treasure Coast Financial Planning: LDRI position timeline

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

Treasure Coast Financial Planning held 31,640 LDRI 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 31,640 shares
    Change vs previous 13F -5,487 shares

    0.39% of the 13F portfolio, value $809,193.

    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 37,127 shares
    Change vs previous 13F -2,568 shares

    0.49% of the 13F portfolio, value $945,216.

    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 39,695 shares
    Change vs previous 13F +2,668 shares

    0.53% of the 13F portfolio, value $1,001,715.

    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 37,027 shares
    Change vs previous 13F +13,187 shares

    0.53% of the 13F portfolio, value $950,572.

    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 23,840 shares
    Change vs previous 13F +1,800 shares

    0.36% of the 13F portfolio, value $611,496.

    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 22,040 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $564,444.

    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).