Financial Planning Fort Collins, LLC
All 13F Filings
- Location
- Fort Collins, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 136,701
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 34 | 136,701 | 13F-HR | Financial Planning Fort Collins, LLC |
| Q2 2026 | 7/10/2026 | 33 | 132,024 | 13F-HR | Financial Planning Fort Collins, LLC |
| Q1 2026 | 4/27/2026 | 33 | 133,391 | 13F-HR | Financial Planning Fort Collins, LLC |
| Q4 2025 | 2/18/2026 | 30 | 113,885 | 13F-HR | Financial Planning Fort Collins, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6.006 K
(4.4% of total reported value)
· QoQ Δ:
+673
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.49 K | 26.4% | 4.597 K | 0 | 4.597 K |
| ETFs | 96.21 K | 73.6% | 0 | 589 | -589 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
136,701
Holdings
34
QoQ value change ($000)
4,677
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.