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White & Co Financial Planning Inc: SPLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White & Co Financial Planning Inc on SPLB, newest first. How the timeline and the estimate are built.

White & Co Financial Planning Inc held 421,974 SPLB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 421,974 shares
    Change vs previous 13F +50,604 shares

    5.86% of the 13F portfolio, value $9,452,226.

    13F-HR 0002039300-26-000006 filed by White & Co Financial Planning Inc
    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 371,370 shares
    Change vs previous 13F +36,967 shares

    5.8% of the 13F portfolio, value $8,251,837.

    13F-HR 0002039300-26-000004 filed by White & Co Financial Planning Inc
    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 334,403 shares
    Change vs previous 13F -567 shares

    5.65% of the 13F portfolio, value $7,550,827.

    13F-HR 0002039300-26-000002 filed by White & Co Financial Planning Inc
    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 334,970 shares
    Change vs previous 13F +13,856 shares

    5.83% of the 13F portfolio, value $7,744,513.

    13F-HR 0002039300-25-000009 filed by White & Co Financial Planning Inc
    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 321,114 shares
    Change vs previous 13F +3,709 shares

    5.74% of the 13F portfolio, value $7,180,107.

    13F-HR 0002039300-25-000006 filed by White & Co Financial Planning Inc
    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 317,405 shares
    Change vs previous 13F +7,710 shares

    6.15% of the 13F portfolio, value $7,132,086.

    13F-HR 0002039300-25-000003 filed by White & Co Financial Planning Inc
    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/A 309,695 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $6,884,522.

    13F-HR/A 0001941040-25-000076 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).