Integrated Financial Solutions, Inc.
Q4 2025 13F Holdings
Location
Reston, VA
Holdings as of
12/31/2025
Value
$167M
Value excl. options
$167M
Num holdings
34
Date filed
1/23/2026
Form type
13F-HR
Prev filing
1/16/2026
Next filing
4/13/2026
SEC
View on sec.gov
Compare Q4 2025 to
2026 Q3
2026 Q2
2026 Q1
2025 Q3 - RESTATEMENT
2025 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type