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PlanVest Financial, IncETF

CIK: 0002135239 | GAITHERSBURG, MD

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR597$149.7M2026-08-10SEC ↗
Q1 2026
13F-HR565$131.5M2026-05-14SEC ↗