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Disclosery

Treasure Coast Financial Planning: LDRT position timeline

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

Treasure Coast Financial Planning held 68,889 LDRT 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 68,889 shares
    Change vs previous 13F -3,142 shares

    0.84% of the 13F portfolio, value $1,729,463.

    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 72,031 shares
    Change vs previous 13F +3,511 shares

    0.94% of the 13F portfolio, value $1,818,687.

    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 68,520 shares
    Change vs previous 13F +2,197 shares

    0.92% of the 13F portfolio, value $1,734,577.

    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 66,323 shares
    Change vs previous 13F +4,443 shares

    0.94% of the 13F portfolio, value $1,678,967.

    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 61,880 shares
    Change vs previous 13F +3,960 shares

    0.91% of the 13F portfolio, value $1,563,708.

    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 57,920 shares
    Change vs previous 13F +24,800 shares

    0.91% of the 13F portfolio, value $1,462,190.

    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 33,120 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $825,682.

    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).