Position in NTRS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$285,792
+$56,339 QoQ
Shares Held
1,644
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.63%
of 13F equity value
Holder Rank
#706
of 1,014 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Treasure Coast Financial Planning holds $285,792 across 1 Asset Management name. NTRS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
This page
|
1,644 | $285,792 |
All Filings in NTRS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,792 | 1,644 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $229,453 | 1,644 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $224,553 | 1,644 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $221,282 | 1,644 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||