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Financial Planning Fort Collins, LLCETFConcentrated long-term

CIK: 0002111920 | FORT COLLINS, CO

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR34$136.7M2026-10-16SEC ↗
Q2 2026
13F-HR33$132.0M2026-07-10SEC ↗
Q1 2026
13F-HR33$133.4M2026-04-27SEC ↗
Q4 2025
13F-HR31$113.9M2026-02-18SEC ↗