Filer · Institutional
Investments & Financial Planning,LLC
CIK 0001909307TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0001909307-26-000005 · filed 2026-05-11
36
positions
Q4 202513F-HR
0001909307-26-000002 · filed 2026-02-23
37
positions
Q3 202513F-HR
0001909307-25-000013 · filed 2025-11-13
37
positions
Q2 202513F-HR
0001909307-25-000010 · filed 2025-08-12
37
positions
Q1 202513F-HR
0001909307-25-000005 · filed 2025-04-30
34
positions
Q4 202413F-HR
0001909307-25-000002 · filed 2025-01-28
33
positions
Q3 202413F-HR
0001909307-24-000010 · filed 2024-10-15
33
positions
Q2 202413F-HR
0001909307-24-000007 · filed 2024-07-18
33
positions
Q1 202413F-HR
0001909307-24-000005 · filed 2024-05-03
33
positions
Q4 202313F-HR
0001909307-24-000002 · filed 2024-01-18
32
positions
Q3 202313F-HR
0001909307-23-000008 · filed 2023-10-18
33
positions
Q2 202313F-HR
0001909307-23-000006 · filed 2023-07-18
35
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.