Hoxton Planning & Management, LLC

Business address
8530 Shepherdstown Pike, Shepherdstown, WV, 25443
Top securities (13F)
IVV, IUSB, NVDA, IWR, SPY, AAPL, VOO, DYNF, MSFT, IVW, SCHP, SPYG, SCHZ, IVE, ISTB, QUAL, OEF, IEMG, EFV, and ITOT
State of incorporation
DE
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Hoxton Planning & Management, LLC has filed 14 SEC EDGAR filings since 25 Jan 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 27 Oct 2025 30 Sep 2025 028-22754
13F-HR Open Document Open Filing 08 Sep 2025 31 Dec 2024 028-22754
N-PX Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-22754
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-22754
13F-HR Open Document Open Filing 08 May 2025 31 Mar 2025 028-22754
13F-HR Open Document Open Filing 08 Oct 2024 30 Sep 2024 028-22754
N-PX Open Document Open Filing 01 Aug 2024 30 Jun 2024 028-22754
13F-HR Open Document Open Filing 19 Jul 2024 30 Jun 2024 028-22754
13F-HR Open Document Open Filing 12 Apr 2024 31 Mar 2024 028-22754
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-22754
13F-HR Open Document Open Filing 27 Oct 2023 30 Sep 2023 028-22754
13F-HR Open Document Open Filing 20 Jul 2023 30 Jun 2023 028-22754
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-22754
13F-HR Open Document Open Filing 25 Jan 2023 31 Dec 2022 028-22754