Planned Solutions, Inc.

Q3 2026 13F Holdings

Location
Folsom, CA
Holdings as of
9/30/2026
Value ($000)
$365,115
Num holdings
156
Date filed
10/19/2026
Form type
13F-HR
Prev filing
7/13/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type