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    <title>INSTRUMENTAL WEALTH, LLC — 13F quarterly changes | PlainFundData</title>
    <link>https://plainfunddata.com/fund/instrumental-wealth-llc</link>
    <description>Every reported quarter of 13F position changes for INSTRUMENTAL WEALTH, LLC, newest first -- real filing data, no fabricated history.</description>
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      <title>INSTRUMENTAL WEALTH, LLC: 2025-12-31 13F changes -- 72 new</title>
      <link>https://plainfunddata.com/fund/instrumental-wealth-llc</link>
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      <pubDate>Wed, 31 Dec 2025 00:00:00 GMT</pubDate>
      <description>INSTRUMENTAL WEALTH, LLC's reported 13F position changes for the quarter ending 2025-12-31: 72 new. Largest moves by dollar value: ISHARES TR (new, $24,066,774); ISHARES TR (new, $22,598,618); ISHARES TR (new, $22,293,286).</description>
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      <title>INSTRUMENTAL WEALTH, LLC: 2025-03-31 13F changes -- 51 sold</title>
      <link>https://plainfunddata.com/fund/instrumental-wealth-llc</link>
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      <pubDate>Mon, 31 Mar 2025 00:00:00 GMT</pubDate>
      <description>INSTRUMENTAL WEALTH, LLC's reported 13F position changes for the quarter ending 2025-03-31: 51 sold. Largest moves by dollar value: ISHARES TR (sold, $14,407,568); ISHARES TR (sold, $13,543,774); PACER FDS TR (sold, $13,459,963).</description>
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      <title>INSTRUMENTAL WEALTH, LLC: 2024-12-31 13F changes -- 51 new</title>
      <link>https://plainfunddata.com/fund/instrumental-wealth-llc</link>
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      <pubDate>Tue, 31 Dec 2024 00:00:00 GMT</pubDate>
      <description>INSTRUMENTAL WEALTH, LLC's reported 13F position changes for the quarter ending 2024-12-31: 51 new. Largest moves by dollar value: ISHARES TR (new, $14,407,568); ISHARES TR (new, $13,543,774); PACER FDS TR (new, $13,459,963).</description>
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      <title>INSTRUMENTAL WEALTH, LLC: 2024-06-30 13F changes -- 43 sold</title>
      <link>https://plainfunddata.com/fund/instrumental-wealth-llc</link>
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      <pubDate>Sun, 30 Jun 2024 00:00:00 GMT</pubDate>
      <description>INSTRUMENTAL WEALTH, LLC's reported 13F position changes for the quarter ending 2024-06-30: 43 sold. Largest moves by dollar value: RIOT PLATFORMS INC (sold, $136,440,912); ISHARES TR (sold, $11,913,684); ISHARES TR (sold, $10,917,716).</description>
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