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Financial Planning & Information Services, Inc.Yield

CIK: 0001841433 | De Pere, WI

Q2 2024 vs Q3 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2024
13F-HR88$725.7M2024-11-12SEC ↗
Q2 2024
13F-HR83$654.6M2024-08-13SEC ↗
Q1 2024
13F-HR86$665.6M2024-05-14SEC ↗
Q4 2023
13F-HR84$634.3M2024-02-14SEC ↗
Q3 2023
13F-HR84$537.3M2023-11-14SEC ↗
Q2 2023
13F-HR85$542.1M2023-08-11SEC ↗
Q1 2023
13F-HR86$515.8M2023-05-02SEC ↗
Q4 2022
13F-HR82$471.7M2023-02-13SEC ↗
Q3 2022
13F-HR75$1.4M2022-10-25SEC ↗
Q2 2022
13F-HR74$1.0M2022-07-19SEC ↗
Q1 2022
13F-HR81$887.3K2022-04-19SEC ↗
Q4 2021
13F-HR78$777.0K2022-02-02SEC ↗
Q3 2021
13F-HR74$663.4K2021-10-13SEC ↗
Q2 2021
13F-HR70$649.8K2021-07-29SEC ↗
Q1 2021
13F-HR69$634.1K2021-04-20SEC ↗
Q4 2020
13F-HR68$579.8K2021-02-08SEC ↗
Q3 2020
13F-HR65$488.9K2021-05-24SEC ↗
Q2 2020
13F-HR51$238.3K2021-05-24SEC ↗
Q1 2020
13F-HR49$192.3K2021-05-24SEC ↗
Q4 2019
13F-HR51$251.5K2021-05-24SEC ↗
Q3 2019
13F-HR50$236.2K2021-05-24SEC ↗
Q2 2019
13F-HR48$230.9K2021-05-24SEC ↗
Q1 2019
13F-HR47$224.6K2021-05-24SEC ↗
Q4 2018
13F-HR44$202.2K2021-05-24SEC ↗
Q3 2018
13F-HR47$258.7K2021-05-24SEC ↗
Q2 2018
13F-HR44$267.7K2021-05-24SEC ↗
Q1 2018
13F-HR44$285.2K2021-05-24SEC ↗
Q4 2017
13F-HR39$294.5K2021-05-24SEC ↗
Q3 2017
13F-HR36$283.4K2021-05-24SEC ↗
Q2 2017
13F-HR36$278.0K2021-05-24SEC ↗
Q1 2017
13F-HR36$271.6K2021-05-24SEC ↗
Q4 2016
13F-HR36$257.6K2021-05-24SEC ↗
Q3 2016
13F-HR35$243.1K2021-05-24SEC ↗
Q2 2016
13F-HR35$218.0K2021-05-24SEC ↗
Q1 2016
13F-HR34$194.8K2021-05-24SEC ↗
Q4 2015
13F-HR31$175.1K2021-05-24SEC ↗
Q3 2015
13F-HR31$159.0K2021-05-24SEC ↗
Q2 2015
13F-HR33$167.1K2021-05-24SEC ↗
Q1 2015
13F-HR32$155.0K2021-05-24SEC ↗
Q4 2014
13F-HR32$144.1K2021-05-24SEC ↗
Q3 2014
13F-HR32$144.1K2021-05-24SEC ↗
Q2 2014
13F-HR33$148.4K2021-05-24SEC ↗
Q1 2014
13F-HR32$143.5K2021-05-24SEC ↗
Q4 2013
13F-HR32$141.1K2021-05-24SEC ↗