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Lynch Investment Planning, LLC
ETF
Concentrated trader
CIK: 0002110354 | NEWTOWN SQUARE, PA
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
233
$136.3M
2026-10-27
SEC ↗
Q2 2026
13F-HR
56
$130.2M
2026-07-17
SEC ↗
Q1 2026
13F-HR
54
$111.3M
2026-05-13
SEC ↗
Q4 2025
13F-HR
54
$104.4M
2026-02-24
SEC ↗