Prism Planning Partners LLCETFConcentrated long-term

CIK: 0002110534 | LIBERTYVILLE, IL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	83	$105.3M	2026-10-27	SEC ↗
Q2 2026	13F-HR	48	$94.5M	2026-07-23	SEC ↗
Q1 2026	13F-HR	64	$84.5M	2026-05-12	SEC ↗
Q4 2025	13F-HR	94	$89.1M	2026-02-11	SEC ↗