Planning Strategies Inc.
Q3 2026 13F Holdings
Location
Lancaster, PA
Holdings as of
9/30/2026
Value ($000)
$168,906
Num holdings
1,159
Date filed
10/2/2026
Form type
13F-HR
Prev filing
7/27/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
2026 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type