Pearl Planning LLC: TAXE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pearl Planning LLC on TAXE, newest first. How the timeline and the estimate are built.
Pearl Planning LLC held 147,274 TAXE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 147,274 sharesChange vs previous 13F not available
2.96% of the 13F portfolio, value $7,130,420.
13F-HR 0002100519-26-000006 filed by Pearl Planning LLC
Accepted , ingested