Filer · Institutional
PLANWISER FINANCIAL,LLC
CIK 0002043741TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 6
Q1 202613F-HR
0001986152-26-000083 · filed 2026-05-12
47
positions
Q4 202513F-HR
0001986152-26-000033 · filed 2026-02-13
55
positions
Q4 202513F-HR/A
0001986152-26-000035 · filed 2026-02-13
47
positions
Q3 202513F-HR
0001986152-25-000105 · filed 2025-11-13
48
positions
Q2 202513F-HR
0001986152-25-000068 · filed 2025-08-14
44
positions
Q1 202513F-HR
0002043741-25-000001 · filed 2025-05-08
47
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.