PlanVest Financial, Inc

Q3 2026 13F Holdings

Location
Gaithersburg, MD
Holdings as of
9/30/2026
Value
$156M
Num holdings
602
Date filed
11/9/2026
Form type
13F-HR
Prev filing
8/10/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type