Prism Planning Partners LLC — 13F Briefs
One brief for each quarterly Form 13F the fund filed with the SEC, newest first.
| Quarter | Quarter ended | Filed | Reported positions | |
|---|---|---|---|---|
| Q3 2026 13F Brief | Sep 30, 2026 | Oct 27, 2026 | 53 | |
| Q2 2026 13F Brief | Jun 30, 2026 | Jul 23, 2026 | 35 | |
| Q1 2026 13F Brief | Mar 31, 2026 | May 12, 2026 | 42 | |
| Q4 2025 13F Brief | Dec 31, 2025 | Feb 11, 2026 | 45 |
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 Prism Planning Partners LLC. Data is compiled from public SEC filings.