Investments & Financial Planning, LLC quarter change: Foreign ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Investments & Financial Planning, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1909307): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-13). 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 |
|---|---|---|---|
| Kure Advisory, LLC | United States | $0.184B | 56 |
| General Catalyst Group Management, LLC | United States | $0.184B | 12 |
| Monashee Investment Management LLC | United States | $0.184B | 45 |
| Attessa Capital LLC | United States | $0.184B | 35 |
| Eliot Finkel Investment Counsel, LLC | United States | $0.184B | 32 |
| SARD WEALTH MANAGEMENT GROUP, LLC | United States | $0.184B | 60 |
| Global Wealth Management, LLC | United States | $0.183B | 44 |
| Ameraudi Asset Management, Inc. | United States | $0.184B | 60 |
| RFP Financial Group LLC | United States | $0.184B | 85 |
| Longview Financial Advisors LLC | United States | $0.184B | 157 |