PLANNING PROFESSIONAL SEC EDGAR Filings (CIK 0001740871)

SEC EDGAR filings, ownership reports, and insider transactions for PLANNING PROFESSIONAL.

Business address
100 E. Thousand Oaks Blvd., Suite 150, Thousand Oaks, CA, 91360
Top securities (13F)
AAPL, AMZN, MSFT, QQQ, V, MA, TSLA, COST, GOOGL, NVDA, HD, DIS, META, MRNA, FCOR, GOOG, SPY, STIP, SBUX, and JPM
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PLANNING PROFESSIONAL has filed 16 SEC EDGAR filings since 18 Jun 2018

Latest Filings

Recent SEC filings for PLANNING PROFESSIONAL including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2021 30 Sep 2021 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2021 30 Jun 2021 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2021 31 Mar 2021 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Feb 2021 31 Dec 2020 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2020 30 Sep 2020 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2020 30 Jun 2020 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2020 31 Mar 2020 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jan 2020 31 Dec 2019 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2019 30 Sep 2019 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2019 30 Jun 2019 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2019 31 Mar 2019 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2019 31 Dec 2018 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2018 30 Sep 2018 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2018 30 Jun 2018 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jun 2018 31 Mar 2018 028-18837
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jun 2018 31 Dec 2017 028-18837

About this filer

PLANNING PROFESSIONAL files with the SEC under CIK 0001740871. 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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