Position in INV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$111,540
New position
Shares Held
22,000
first reported quarter
Ownership
0.026%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#76
of 129 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Fiduciary Planning LLC holds $111,540 across 1 Asset Management name. INV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INV |
Innventure, Inc.
This page
|
22,000 | $111,540 |
All Filings in INV
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,540 | 22,000 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||