Financial Planning & Information Services, Inc. SEC EDGAR Filings (CIK 0001841433)

SEC EDGAR filings, ownership reports, and insider transactions for 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

Recent SEC filings for Financial Planning & Information Services, Inc. including 13F-HR, N-PX.

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

About this filer

Financial Planning & Information Services, Inc. files with the SEC under CIK 0001841433. 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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