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Disclosery

Treasure Coast Financial Planning: SPYM position timeline

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

Treasure Coast Financial Planning held 23,693 SPYM 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 23,693 shares
    Change vs previous 13F -718 shares

    1.02% of the 13F portfolio, value $2,082,141.

    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 24,411 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $1,868,418.

    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 24,411 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,958,250.

    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 24,411 shares
    Change vs previous 13F -1,017 shares

    1.07% of the 13F portfolio, value $1,912,358.

    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 25,428 shares
    Change vs previous 13F -57 shares

    1.08% of the 13F portfolio, value $1,848,361.

    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 25,485 shares
    Change vs previous 13F -111 shares

    1.04% of the 13F portfolio, value $1,675,894.

    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 25,596 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $1,764,588.

    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 25,596 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,727,986.

    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).