Investments & Financial Planning, LLC
Q1 2026 13F-HR Holdings
Location
Lexington, KY
Holdings as of
3/31/2026
Value ($000)
$183,684,675
Num holdings
36
Date filed
5/11/2026
Form type
13F-HR
Prev filing
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type