Filer Snapshot

Planning Professional SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001740871.

Entity Type

Individual

Total Filings

16

Latest Filing

15 Nov 2021

Industry

n/a

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Source: SEC Form 13F

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

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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

Key facts

  • Planning Professional is an SEC filer tracked under CIK 0001740871.
  • 16 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

Change

  • Latest filing: 13F-HR filed on 15 Nov 2021.
  • Report period: 30 Sep 2021.

Research use

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Evidence

Source: SEC Form 13F

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

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Planning Professional.

Latest source-backed update
13F-HR filed 15 Nov 2021
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 15 Nov 2021.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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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.

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Filer Overview

Planning Professional has filed 16 SEC EDGAR filings since 18 Jun 2018. Common forms include 13F-HR.

Planning Professional SEC filings Planning Professional 13F portfolio

Latest Filings

Recent SEC filings for Planning Professional with direct links to document and filing folders.

13F-HR File 028-18837

13F-HR filing

Filing date
15 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-18837

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 File 028-18837

13F-HR filing

Filing date
14 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-18837

13F-HR filing

Filing date
18 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
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13F-HR File 028-18837

13F-HR filing

Filing date
14 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
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13F-HR File 028-18837

13F-HR filing

Filing date
17 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
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13F-HR File 028-18837

13F-HR filing

Filing date
20 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-18837

13F-HR filing

Filing date
14 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-18837

13F-HR filing

Filing date
17 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-18837

13F-HR filing

Filing date
23 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-18837

13F-HR filing

Filing date
08 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-18837

13F-HR filing

Filing date
28 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-18837

13F-HR filing

Filing date
19 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-18837

13F-HR filing

Filing date
19 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-18837

13F-HR filing

Filing date
20 Jun 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-18837

13F-HR filing

Filing date
18 Jun 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
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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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