Financial Plan, Inc. quarter change: Foreign Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Financial Plan, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2107584): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TRITONPOINT WEALTH, LLC | United States | $0.934B | 268 |
| Tamar Securities, LLC | United States | $0.934B | 91 |
| Massar Capital Management, LP | United States | $0.934B | 246 |
| NetEase, Inc. | China | $0.934B | 2 |
| ALTFEST L J & CO INC | United States | $0.935B | 328 |
| SeaCrest Wealth Management, LLC | United States | $0.935B | 635 |
| Moisand Fitzgerald Tamayo, LLC | United States | $0.931B | 518 |
| Private Wealth Asset Management, LLC | United States | $0.935B | 923 |
| Greenline Partners, LLC | United States | $0.930B | 171 |
| Newtyn Management, LLC | United States | $0.936B | 33 |