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Disclosery

Treasure Coast Financial Planning: SPIP position timeline

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

Treasure Coast Financial Planning held 27,817 SPIP 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 27,817 shares
    Change vs previous 13F -5,299 shares

    0.35% of the 13F portfolio, value $714,344.

    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 33,116 shares
    Change vs previous 13F -533 shares

    0.44% of the 13F portfolio, value $861,351.

    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 33,649 shares
    Change vs previous 13F +987 shares

    0.46% of the 13F portfolio, value $873,185.

    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 32,662 shares
    Change vs previous 13F -4,477 shares

    0.48% of the 13F portfolio, value $859,501.

    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 37,139 shares
    Change vs previous 13F +711 shares

    0.56% of the 13F portfolio, value $967,850.

    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 36,428 shares
    Change vs previous 13F -4,798 shares

    0.6% of the 13F portfolio, value $960,981.

    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 41,226 shares
    Change vs previous 13F -18,825 shares

    0.69% of the 13F portfolio, value $1,043,437.

    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 60,051 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,578,143.

    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).