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Larry Mathis Financial Planning, LLC
Value
Concentrated trader
CIK: 0002118274 | PHOENIX, AZ
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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
116
$117.5M
2026-10-26
SEC ↗
Q2 2026
Amended
13F-HR/A
149
$124.1M
2026-07-17
SEC ↗
Q1 2026
13F-HR
156
$111.5M
2026-04-22
SEC ↗
Q4 2025
13F-HR
157
$113.4M
2026-03-11
SEC ↗