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Elser Financial Planning, IncGARPConcentrated long-term

CIK: 0002028202 | INDIANAPOLIS, IN

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR132$2.3B2026-10-16SEC ↗
Q2 2026
13F-HR124$2.3B2026-07-14SEC ↗
Q1 2026
13F-HR132$2.1B2026-04-16SEC ↗
Q4 2025
13F-HR80$138.3M2026-01-15SEC ↗
Q3 2025
13F-HR69$83.0M2025-10-24SEC ↗
Q2 2025Amended
13F-HR/A127$1.7B2025-07-17SEC ↗
Q1 2025
13F-HR66$72.2M2025-04-22SEC ↗
Q4 2024
13F-HR110$1.7B2025-01-29SEC ↗
Q3 2024
13F-HR62$68.9M2024-10-17SEC ↗
Q2 2024
13F-HR98$598.6M2024-07-23SEC ↗