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Disclosery

Treasure Coast Financial Planning: SPEU position timeline

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

Treasure Coast Financial Planning held 129,497 SPEU 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 129,497 shares
    Change vs previous 13F +630 shares

    3.47% of the 13F portfolio, value $7,106,804.

    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 128,867 shares
    Change vs previous 13F +4,685 shares

    3.4% of the 13F portfolio, value $6,603,278.

    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 124,182 shares
    Change vs previous 13F +3,144 shares

    3.44% of the 13F portfolio, value $6,471,854.

    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 121,038 shares
    Change vs previous 13F +2,476 shares

    3.36% of the 13F portfolio, value $6,028,907.

    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 118,562 shares
    Change vs previous 13F +8,551 shares

    3.35% of the 13F portfolio, value $5,745,500.

    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 110,011 shares
    Change vs previous 13F +9,454 shares

    3% of the 13F portfolio, value $4,841,569.

    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 100,557 shares
    Change vs previous 13F +3,637 shares

    2.64% of the 13F portfolio, value $4,006,191.

    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 96,920 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $4,305,109.

    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).