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Disclosery

Treasure Coast Financial Planning: SPTM position timeline

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

Treasure Coast Financial Planning held 415,958 SPTM 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 415,958 shares
    Change vs previous 13F -731 shares

    18.42% of the 13F portfolio, value $37,764,833.

    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 416,689 shares
    Change vs previous 13F -1,878 shares

    16.96% of the 13F portfolio, value $32,945,729.

    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 418,567 shares
    Change vs previous 13F +838 shares

    18.34% of the 13F portfolio, value $34,529,055.

    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 417,729 shares
    Change vs previous 13F -36,374 shares

    18.79% of the 13F portfolio, value $33,689,882.

    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 454,103 shares
    Change vs previous 13F -21,558 shares

    19.82% of the 13F portfolio, value $34,007,804.

    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 475,661 shares
    Change vs previous 13F -4,242 shares

    20.05% of the 13F portfolio, value $32,349,711.

    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 479,903 shares
    Change vs previous 13F -12,467 shares

    22.58% of the 13F portfolio, value $34,279,451.

    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 492,370 shares
    Change vs previous 13F not available

    21.29% of the 13F portfolio, value $34,495,421.

    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).