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PlanVest Financial, Inc Current Holdings: USA Stocks

PlanVest Financial, Inc

PlanVest Financial, Inc reported a Form 13F information table total of $131.50 million in 565 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 2135239): holdings report, quarter ended 2026-03-31, filed 2026-05-14; filing manager in United States.

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