Filer Snapshot

Financial Planning & Information Services, Inc.

CIK 0001841433. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

44

Latest filing

12 Nov 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$725.67M

88 holdings for Q3 2024

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Largest parsed holding

JCPB

$60.18M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 12 Nov 2024 for CIK 0001841433.

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Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$725.67M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$725.67M

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

JCPB, SPYG, HTRB, SLYV

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

JCPB SPYG HTRB SLYV DON VTV DFAI VUG
+12 moreVYM BSV JPST DFAE SLYG SCHG DGS SCHD COWZ VBR LMBS CALF
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
115 Fourth Street, De Pere, WI, 54115
SEC profile 2 profile fields
State of incorporation
WI
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about Financial Planning & Information Services, Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $725.67M across 88 reported holdings for Q3 2024.
  • Largest parsed 13F holding: JCPB at $60.18M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 88 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2024 - 12 Nov 2024

Top 5 concentration

36%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$260.07M

Compared with $725.67M total 13F value.

Top 5 net change

+$13.09M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: JCPB ยท Largest trim: JPST

JCPB SPYG HTRB SLYV DON Other holdings

JCPB

8.3%

J P Morgan Exchange Traded F

$60.18M

SPYG

7.4%

Spdr Ser Tr

$53.9M

HTRB

7%

Hartford Fds Exchange Traded

$51.01M

SLYV

7%

Spdr Ser Tr

$50.61M

DON

6.1%

Wisdomtree Tr

$44.38M

Latest update

What changed recently for Financial Planning & Information Services, Inc.

New filing available

Latest 13F period: Q3 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Nov 2024

Page type

Filer profile

Latest period

Q3 2024

Institutional portfolio context was refreshed from a 13F filing filed on 12 Nov 2024.

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Benchmark Context

Benchmark context for this company

Financial Planning & Information Services, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q3 2024. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001841433 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
44
First seen
08 Feb 2021
Latest filing
12 Nov 2024
Entity
Company

Observed form types

13F-HR

Primary evidence

Open SEC filing index Financial Planning & Information Services, Inc. SEC filings Financial Planning & Information Services, Inc. 13F portfolio

Latest Filings

Showing the latest 12 of 44 SEC filings for Financial Planning & Information Services, Inc..

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13F-HR

13F-HR filing

Filing date
12 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR

13F-HR filing

Filing date
13 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
11 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR

13F-HR filing

Filing date
02 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
13 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
25 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
19 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
19 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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