Investments & Financial Planning, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Lexington, KY
CIK
0001909307
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 36 108,956 13F-HR 5/2/2023 000190930723000004 Investments & Financial Planning, LLC
Q4 2022 36 102,055 13F-HR 2/28/2023 000190930723000002 Investments & Financial Planning, LLC
Q2 2022 34 97,064 13F-HR 8/11/2022 000190930722000006 Investments & Financial Planning, LLC
Q1 2022 33 114,389 13F-HR 5/9/2022 000190930722000004 Investments & Financial Planning, LLC
Q4 2021 32 111,396 13F-HR 2/11/2022 000190930722000002 Investments & Financial Planning, LLC