A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for PERSONAL FINANCIAL CONSULTANTS INC /ADV.

Business address: 3738 Mt Diablo Blvd., Suite 201, Lafayette, CA, 94549
Top securities (13F): VTI, VEU, VNQ, VWO, BND, XT, BNDX, VB, EMB, FM, VXF, VIG, VT, CMF, IUSV, SPTM, EEM, GNMA, and IWR
State of incorporation: CA
Fiscal year end: 31 December

PERSONAL FINANCIAL CONSULTANTS INC /ADV has filed 4 SEC EDGAR filings since 11 Dec 2018

Recent SEC filings for PERSONAL FINANCIAL CONSULTANTS INC /ADV including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	25 Jul 2019	30 Jun 2019	028-18956
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	22 Apr 2019	31 Mar 2019	028-18956
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	30 Jan 2019	31 Dec 2018	028-18956
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	11 Dec 2018	30 Sep 2018	028-18956

PERSONAL FINANCIAL CONSULTANTS INC /ADV files with the SEC under CIK 0000077657. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.