Planwiser Financial, LLCETFConcentrated trader

CIK: 0002043741 | COLORADO SPRINGS, CO

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	50	$143.9M	2026-08-07	SEC ↗
Q1 2026	13F-HR	47	$138.1M	2026-05-12	SEC ↗
Q4 2025Amended	13F-HR/A	55	$140.4M	2026-02-13	SEC ↗
Q3 2025	13F-HR	48	$125.9M	2025-11-13	SEC ↗
Q2 2025	13F-HR	44	$117.2M	2025-08-14	SEC ↗
Q1 2025	13F-HR	47	$110.4M	2025-05-08	SEC ↗