Financial Plan, Inc.

SEC CIK: 0002107584
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

TY holding history

TRI-CONTINENTAL 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.

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

Shares (Q2 2026): 13,091
Value: $450.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of TY by Financial Plan, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,091	$450.6K	<0.1%	+2,085+18.9%	Added	Holders
Q1 2026	11,006	$347.7K	<0.1%	−982−8.2%	Reduced	Holders
Q4 2025	11,988	$391.5K	<0.1%	–	No prior filing	Holders