Filer Snapshot

Planning Professional

CIK 0001740871. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

16

Latest filing

15 Nov 2021

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2021. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$209.4M

124 holdings for Q3 2021

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Largest parsed holding

AAPL

$26.1M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 15 Nov 2021 for CIK 0001740871.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$209.4M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$209.4M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
AAPL AMZN MSFT QQQ V
+15 moreMA TSLA COST GOOGL NVDA HD DIS META MRNA FCOR GOOG SPY STIP SBUX JPM

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

AAPL AMZN MSFT QQQ V MA TSLA COST
+12 moreGOOGL NVDA HD DIS META MRNA FCOR GOOG SPY STIP SBUX JPM
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
100 E. Thousand Oaks Blvd., Suite 150, Thousand Oaks, CA, 91360

Filer intelligence

What SEC filings say about Planning Professional

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $209.4M across 124 reported holdings for Q3 2021.
  • Largest parsed 13F holding: AAPL at $26.1M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 124 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2021 - 15 Nov 2021

Top 5 concentration

39%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$81.95M

Compared with $209.4M total 13F value.

Top 5 net change

-$2.8M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: NVDA ยท Largest trim: BIV

AAPL AMZN MSFT QQQ V Other holdings

AAPL

12.5%

Apple Inc

$26.1M

AMZN

11.1%

Amazon Com Inc

$23.2M

MSFT

6.1%

Microsoft Corp

$12.7M

QQQ

5.4%

Invesco Qqq Trust

$11.23M

V

4.2%

Visa Inc Class A

$8.72M

Latest update

What changed recently for Planning Professional

New filing available

Latest 13F period: Q3 2021. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 Nov 2021

Page type

Filer profile

Latest period

Q3 2021

Institutional portfolio context was refreshed from a 13F filing filed on 15 Nov 2021.

Open filer profile Browse recent public updates

SEC filing record

CIK 0001740871 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
16
First seen
18 Jun 2018
Latest filing
15 Nov 2021
Entity
Individual

Observed form types

13F-HR

CIK-linked evidence first

Planning Professional SEC filings Planning Professional 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 16 SEC filings for Planning Professional.

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13F-HR

13F-HR filing

Filing date
15 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
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Verify source filing
13F-HR

13F-HR filing

Filing date
16 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 May 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
18 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
17 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR

13F-HR filing

Filing date
20 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR

13F-HR filing

Filing date
14 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
17 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
23 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
08 May 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
28 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
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