PlanVest Financial, Inc
All 13F Filings
Location
Gaithersburg, MD
CIK
0002135239
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000213523926000001
Q1 2026
565
131,496,053
13F-HR
5/14/2026
PlanVest Financial, Inc