Investments & Financial Planning, LLC

Q1 2026 13F Holdings

Location
Lexington, KY
Holdings as of
3/31/2026
Value ($000)
$183,685
Num holdings
36
Date filed
5/11/2026
Form type
13F-HR
Prev filing
2/23/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type