Financial Planning & Information Services, Inc.

Business address
115 Fourth Street, De Pere, WI, 54115
Top securities (13F)
JCPB, SPYG, HTRB, SLYV, DON, VTV, DFAI, VUG, VYM, BSV, JPST, DFAE, SLYG, SCHG, DGS, SCHD, COWZ, VBR, LMBS, and CALF
State of incorporation
WI
Fiscal year end
31 December
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Financial Planning & Information Services, Inc. has filed 45 SEC EDGAR filings since 08 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-20591
N-PX Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-20591
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-20591
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-20591
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-20591
13F-HR Open Document Open Filing 14 Nov 2023 30 Sep 2023 028-20591
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-20591
13F-HR Open Document Open Filing 02 May 2023 31 Mar 2023 028-20591
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-20591
13F-HR Open Document Open Filing 25 Oct 2022 30 Sep 2022 028-20591
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-20591
13F-HR Open Document Open Filing 19 Apr 2022 31 Mar 2022 028-20591
13F-HR Open Document Open Filing 02 Feb 2022 31 Dec 2021 028-20591
13F-HR Open Document Open Filing 13 Oct 2021 30 Sep 2021 028-20591
13F-HR Open Document Open Filing 29 Jul 2021 30 Jun 2021 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Sep 2020 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Jun 2020 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Mar 2020 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Dec 2019 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Sep 2019 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Jun 2019 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Mar 2019 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Dec 2018 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Sep 2018 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Jun 2018 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Mar 2018 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Dec 2017 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Sep 2017 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Jun 2017 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Mar 2017 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Dec 2016 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Sep 2016 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Jun 2016 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Mar 2016 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Dec 2015 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Sep 2015 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Jun 2015 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Mar 2015 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Dec 2014 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Sep 2014 028-20591
13F-HR Open Document Open Filing 24 May 2021 30 Jun 2014 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Mar 2014 028-20591
13F-HR Open Document Open Filing 24 May 2021 31 Dec 2013 028-20591
13F-HR Open Document Open Filing 20 Apr 2021 31 Mar 2021 028-20591
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-20591