PLANWISER FINANCIAL, LLC
Q4 2025 13F Holdings
Location
Colorado Springs, CO
Holdings as of
12/31/2025
Value ($000)
$140,425
Num holdings
55
Date filed
2/13/2026
Form type
13F-HR
Prev filing
11/12/2025
Next filing
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q4 2025 to
2025 Q4 - RESTATEMENT
2025 Q3
2025 Q2
2025 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type