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Disclosery

Treasure Coast Financial Planning: VTI position timeline

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

Treasure Coast Financial Planning held 11,814 VTI 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 11,814 shares
    Change vs previous 13F 0 shares

    2.13% of the 13F portfolio, value $4,371,642.

    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 11,814 shares
    Change vs previous 13F -538 shares

    1.95% of the 13F portfolio, value $3,789,975.

    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 12,352 shares
    Change vs previous 13F +47 shares

    2.2% of the 13F portfolio, value $4,141,101.

    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 12,305 shares
    Change vs previous 13F -55 shares

    2.25% of the 13F portfolio, value $4,038,265.

    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 12,360 shares
    Change vs previous 13F -974 shares

    2.19% of the 13F portfolio, value $3,756,698.

    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 13,334 shares
    Change vs previous 13F +1,320 shares

    2.27% of the 13F portfolio, value $3,664,828.

    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 12,014 shares
    Change vs previous 13F -9 shares

    2.29% of the 13F portfolio, value $3,481,895.

    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 12,023 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $3,404,548.

    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).