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Financial Plan, Inc.ETFConcentrated long-term

CIK: 0002107584 | BELLINGHAM, WA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR95$1.1B2026-08-14SEC ↗
Q1 2026
13F-HR94$932.9M2026-04-27SEC ↗
Q4 2025
13F-HR94$871.1M2026-01-28SEC ↗