Investments & Financial Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Investments & Financial Planning going back to Feb. 11, 2022
- Investments & Financial Planning 2026 Q2 - filed Aug. 13, 2026 - new!
- Investments & Financial Planning 2026 Q1 - filed May 11, 2026
- Investments & Financial Planning 2025 Q4 - filed Feb. 23, 2026
- Investments & Financial Planning 2025 Q3 - filed Nov. 13, 2025
- Investments & Financial Planning 2025 Q2 - filed Aug. 12, 2025
- Investments & Financial Planning 2025 Q1 - filed April 30, 2025
- Investments & Financial Planning 2024 Q4 - filed Jan. 28, 2025
- Investments & Financial Planning 2024 Q3 - filed Oct. 15, 2024
- Investments & Financial Planning 2024 Q2 - filed July 18, 2024
- Investments & Financial Planning 2024 Q1 - filed May 3, 2024
- Investments & Financial Planning 2023 Q4 - filed Jan. 18, 2024
- Investments & Financial Planning 2023 Q3 - filed Oct. 18, 2023
- Investments & Financial Planning 2023 Q2 - filed July 18, 2023
- Investments & Financial Planning 2023 Q1 - filed May 2, 2023
- Investments & Financial Planning 2022 Q4 - filed March 1, 2023
- Investments & Financial Planning 2022 Q2 - filed Aug. 11, 2022
- Investments & Financial Planning 2022 Q1 - filed May 9, 2022
- Investments & Financial Planning 2021 Q4 - filed Feb. 11, 2022