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Lynch Investment Planning, LLCETFConcentrated trader

CIK: 0002110354 | NEWTOWN SQUARE, PA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR233$136.3M2026-10-27SEC ↗
Q2 2026
13F-HR56$130.2M2026-07-17SEC ↗
Q1 2026
13F-HR54$111.3M2026-05-13SEC ↗
Q4 2025
13F-HR54$104.4M2026-02-24SEC ↗