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Disclosery

Treasure Coast Financial Planning: SDY position timeline

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

Treasure Coast Financial Planning held 24,235 SDY 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 24,235 shares
    Change vs previous 13F +131 shares

    1.8% of the 13F portfolio, value $3,688,103.

    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 24,104 shares
    Change vs previous 13F +469 shares

    1.81% of the 13F portfolio, value $3,517,228.

    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 23,635 shares
    Change vs previous 13F +618 shares

    1.75% of the 13F portfolio, value $3,289,045.

    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 23,017 shares
    Change vs previous 13F +9 shares

    1.8% of the 13F portfolio, value $3,223,513.

    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 23,008 shares
    Change vs previous 13F +341 shares

    1.82% of the 13F portfolio, value $3,122,876.

    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 22,667 shares
    Change vs previous 13F +365 shares

    1.91% of the 13F portfolio, value $3,075,459.

    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 22,302 shares
    Change vs previous 13F -717 shares

    1.94% of the 13F portfolio, value $2,946,094.

    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 23,019 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,269,619.

    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).