BFC Planning Inc — 13F Briefs

One brief for each quarterly Form 13F the fund filed with the SEC, newest first.

Quarter Quarter ended Filed Reported positions
Q2 2026 13F Brief Jun 30, 2026 Oct 29, 2026 3415
Q1 2026 13F Brief Mar 31, 2026 Oct 29, 2026 3028
Q4 2025 13F Brief Dec 31, 2025 Oct 29, 2026 3213
Q3 2025 13F Brief Sep 30, 2025 Oct 29, 2026 2886
Q2 2025 13F Brief Jun 30, 2025 Oct 29, 2026 2655
Q1 2025 13F Brief Mar 31, 2025 Oct 29, 2026 2656
Q4 2024 13F Brief Dec 31, 2024 Oct 29, 2026 2594

Holdings are as of each quarter-end; funds file up to 45 days later. How this brief is compiled

FilingExplorer is not affiliated with, sponsored by, or endorsed by BFC Planning Inc. Data is compiled from public SEC filings.