Financial Plan, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationbellingham, WA
- CIK0002107584
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
94 | $871.07M | AVUS, DFAC, AVDE, DFIC | 13F-HR | Jan 28, 2026 | 000210758426000001 |