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Disclosery

Treasure Coast Financial Planning: SPTS position timeline

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

Treasure Coast Financial Planning held 360,928 SPTS 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 360,928 shares
    Change vs previous 13F -2,989 shares

    5.11% of the 13F portfolio, value $10,470,523.

    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 363,917 shares
    Change vs previous 13F -2,721 shares

    5.47% of the 13F portfolio, value $10,626,298.

    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 366,638 shares
    Change vs previous 13F +17,593 shares

    5.7% of the 13F portfolio, value $10,736,812.

    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 349,045 shares
    Change vs previous 13F +6,607 shares

    5.71% of the 13F portfolio, value $10,233,993.

    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 342,438 shares
    Change vs previous 13F +2,904 shares

    5.84% of the 13F portfolio, value $10,030,019.

    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 339,534 shares
    Change vs previous 13F +14,120 shares

    6.15% of the 13F portfolio, value $9,927,974.

    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 325,414 shares
    Change vs previous 13F -49,538 shares

    6.22% of the 13F portfolio, value $9,440,260.

    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 374,952 shares
    Change vs previous 13F not available

    6.81% of the 13F portfolio, value $11,027,338.

    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).