Financial Plan, Inc.

SEC CIK: 0002107584
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

BNY holding history

Bank of New York Mellon Corp in every 13F filed by Financial Plan, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overview All 13F holders of BNY Full Q2 2026 holdings

Shares (Q2 2026): 12,107
Value: $1.75M
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of BNY by Financial Plan, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,107	$1.75M	0.2%	−190−1.5%	Reduced	Holders
Q1 2026	12,297	$1.46M	0.2%	00.0%	Unchanged	Holders
Q4 2025	12,297	$1.43M	0.2%	–	No prior filing	Holders