13F Filings History of Trailhead Planners LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$101,799,512
Signature - Title
William Mulvahill - Chief Compliance Officer
Location
Edina, MN
Summary
This page shows a list of all the recent 13F filings made by Trailhead Planners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trailhead Planners LLC reported 51 stock holdings with total value $101,799,512 as of Q4 2025. Top holdings included DFAI, AVLV, DUHP, AVSU, and AVUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $101,799,512 $0 $0 $0 DFAI, AVLV, DUHP, AVSU, AVUV 13F-HR 11 Feb 2026, 21:16