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.

SEC EDGAR filings, ownership reports, and insider transactions for BWM Planning, LLC.

Business address: 8111 Ashlane Way, Suite 206, The Woodlands, TX, 77382
Top securities (13F): VTI, AVUV, AVDE, AVNM, DFAI, SCHO, QVAL, AAPL, DFCF, DFAE, QMOM, IVV, SPXE, HIDE, DFAT, XOM, DISV, WFC, RSST, and BRKB

BWM Planning, LLC has filed 7 SEC EDGAR filings since 09 Oct 2024

Recent SEC filings for BWM Planning, LLC including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Jan 2026	31 Dec 2025	028-24382
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	31 Oct 2025	30 Sep 2025	028-24382
N-PX	Open N-PX document	View SEC filing for N-PX	12 Aug 2025	30 Jun 2025	028-24382
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 Aug 2025	30 Jun 2025	028-24382
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 May 2025	31 Mar 2025	028-24382
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	23 Jan 2025	31 Dec 2024	028-24382
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	09 Oct 2024	30 Sep 2024	028-24382

BWM Planning, LLC files with the SEC under CIK 0002039698. This page aggregates EDGAR filings and related ownership activity.

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.