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

Quick Takeaways

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

What Changed

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

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

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

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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
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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.

Latest 13F filings

Latest Filings

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

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.