Lynch Investment Planning, LLC
Q2 2026 13F Holdings
Location
Newtown Square, PA
Holdings as of
6/30/2026
Value
$130M
Num holdings
56
Date filed
7/17/2026
Form type
13F-HR
Prev filing
5/12/2026
Next filing
10/27/2026
SEC
View on sec.gov
Compare Q2 2026 to
2026 Q3
2026 Q1
2025 Q4
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type