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Disclosery

Treasure Coast Financial Planning: SPDW position timeline

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

Treasure Coast Financial Planning held 557,080 SPDW 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 557,080 shares
    Change vs previous 13F +3,999 shares

    13.69% of the 13F portfolio, value $28,071,283.

    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 553,081 shares
    Change vs previous 13F +4,359 shares

    13% of the 13F portfolio, value $25,248,859.

    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 548,722 shares
    Change vs previous 13F +1,642 shares

    12.94% of the 13F portfolio, value $24,367,415.

    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 547,080 shares
    Change vs previous 13F -10,777 shares

    13.06% of the 13F portfolio, value $23,409,540.

    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 557,857 shares
    Change vs previous 13F +12,939 shares

    13.16% of the 13F portfolio, value $22,587,637.

    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 544,918 shares
    Change vs previous 13F +37,188 shares

    12.3% of the 13F portfolio, value $19,840,452.

    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 507,730 shares
    Change vs previous 13F -12,023 shares

    11.42% of the 13F portfolio, value $17,328,813.

    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 519,753 shares
    Change vs previous 13F not available

    12.05% of the 13F portfolio, value $19,521,918.

    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).