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Disclosery

Treasure Coast Financial Planning: LDUR position timeline

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

Treasure Coast Financial Planning held 85,945 LDUR 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 85,945 shares
    Change vs previous 13F +5,202 shares

    4.01% of the 13F portfolio, value $8,217,238.

    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 80,743 shares
    Change vs previous 13F +35,795 shares

    3.98% of the 13F portfolio, value $7,738,333.

    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 44,948 shares
    Change vs previous 13F +3,255 shares

    2.29% of the 13F portfolio, value $4,312,521.

    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 41,693 shares
    Change vs previous 13F +207 shares

    2.24% of the 13F portfolio, value $4,008,618.

    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 41,486 shares
    Change vs previous 13F +798 shares

    2.32% of the 13F portfolio, value $3,975,603.

    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 40,688 shares
    Change vs previous 13F -233 shares

    2.42% of the 13F portfolio, value $3,905,120.

    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 40,921 shares
    Change vs previous 13F -5,849 shares

    2.56% of the 13F portfolio, value $3,887,086.

    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 46,770 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $4,488,049.

    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).