Plante Moran Financial Advisors, LLC SEC EDGAR Filings (CIK 0001424717)

SEC EDGAR filings, ownership reports, and insider transactions for Plante Moran Financial Advisors, LLC.

Business address
3000 Town Center Dr., Suite 100, Southfield, MI, 48075
Top securities (13F)
VOO, VXF, VEA, VV, VBR, MUB, SPY, SCHM, SPDW, AAPL, IVV, MSFT, VTI, AMZN, GOOGL, VUG, IWF, GOOG, JNJ, and JPM
State of incorporation
MI
Fiscal year end
30 June
Former names
Plante Moran Financial Advisors Ltd Partnership (to 13 Aug 2009)
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Plante Moran Financial Advisors, LLC has filed 76 SEC EDGAR filings since 08 May 2008

Latest Filings

Recent SEC filings for Plante Moran Financial Advisors, LLC including 13F-HR, N-PX, SC 13G and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2026 31 Dec 2025 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2025 30 Sep 2025 028-13061
N-PX Open N-PX document View SEC filing for N-PX 05 Aug 2025 05 Aug 2025 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2025 30 Jun 2025 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2025 31 Mar 2025 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2025 31 Dec 2024 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2024 30 Sep 2024 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2024 30 Jun 2024 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2024 31 Mar 2024 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2024 31 Dec 2023 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2023 30 Sep 2023 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2023 30 Jun 2023 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2023 31 Mar 2023 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2023 31 Dec 2022 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2022 30 Sep 2022 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2022 30 Jun 2022 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2022 31 Mar 2022 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2022 31 Dec 2021 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2021 30 Sep 2021 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2021 30 Jun 2021 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2021 31 Mar 2021 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2021 31 Dec 2020 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2020 30 Sep 2020 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2020 30 Jun 2020 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2020 31 Mar 2020 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2020 31 Dec 2019 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2019 30 Sep 2019 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2019 30 Jun 2019 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2019 31 Mar 2019 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2019 31 Dec 2018 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2018 30 Sep 2018 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2018 30 Jun 2018 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2018 31 Mar 2018 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2018 31 Dec 2017 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2017 30 Sep 2017 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2017 30 Jun 2017 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2017 31 Mar 2017 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2017 31 Dec 2016 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2016 30 Sep 2016 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2016 30 Jun 2016 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2016 31 Mar 2016 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2016 31 Dec 2015 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2015 30 Sep 2015 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2015 30 Jun 2015 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2015 31 Mar 2015 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2015 31 Dec 2014 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2014 30 Sep 2014 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jul 2014 30 Jun 2014 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2014 31 Mar 2014 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2014 31 Dec 2013 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2013 30 Sep 2013 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2013 30 Jun 2013 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR-12013 03 May 2013 31 Mar 2013 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 4Q2012 FILING SUBMISSION 08 Feb 2013 31 Dec 2012 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FILING SUBMISSION Q3 2012 06 Nov 2012 30 Sep 2012 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR02Q2012 30 Jul 2012 30 Jun 2012 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR-12012 03 May 2012 31 Mar 2012 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR-4Q2011 08 Feb 2012 31 Dec 2011 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR32011 04 Nov 2011 30 Sep 2011 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR-22011 05 Aug 2011 30 Jun 2011 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR-12011 09 May 2011 31 Mar 2011 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR-42010 20 Jan 2011 31 Dec 2010 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR-32010 05 Nov 2010 30 Sep 2010 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR-22010 11 Aug 2010 30 Jun 2010 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR-12010 10 May 2010 31 Mar 2010 028-13061
13F-HR Open 13F-HR document View SEC filing for 13F-HR FILINGSUBMISSIONQTR-42009 01 Feb 2010 31 Dec 2009 028-13061

About this filer

Plante Moran Financial Advisors, LLC files with the SEC under CIK 0001424717. This page aggregates EDGAR filings and related ownership activity.

FAQ

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.

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