Investments & Financial Planning, LLC

Q4 2025 13F Holdings

Location
Lexington, KY
Holdings as of
12/31/2025
Value ($000)
$186,338
Num holdings
37
Date filed
2/23/2026
Form type
13F-HR
Prev filing
11/13/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type