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Larry Mathis Financial Planning, LLC: CI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Larry Mathis Financial Planning, LLC on CI, newest first. How the timeline and the estimate are built.

Larry Mathis Financial Planning, LLC held 1,393 CI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,393 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $384,022.

    13F-HR/A 0001754960-26-000632 filed by Larry Mathis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).