13F Filings History of Financial Plan, Inc.

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$871,072,975
Signature - Title
David Dick - PRINCIPAL
Location
Bellingham, WA
Summary
This page shows a list of all the recent 13F filings made by Financial Plan, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Plan, Inc. reported 94 stock holdings with total value $871,072,975 as of Q4 2025. Top holdings included AVUS, DFAC, AVDE, DFIC, and DUSB.

Notify me when Financial Plan, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 94 $871,072,975 $0 $0 $0 AVUS, DFAC, AVDE, DFIC, DUSB 13F-HR 27 Jan 2026, 20:18