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 Michael A. Dubis Financial Planning, LLC.

Business address: 8383 Greenway Blvd, Suite 600, Middleton, WI, 53562
Top securities (13F): VTI, SGOV, VGIT, VGSH, SPTS, DFIC, SPTM, AAPL, VNQ, ITOT, VEA, MGC, VXUS, DCOR, VV, DFAC, BIL, VO, VIG, and DFAS
State of incorporation: WI
Fiscal year end: 31 December

Michael A. Dubis Financial Planning, LLC has filed 2 SEC EDGAR filings since 12 Feb 2025

Recent SEC filings for Michael A. Dubis Financial Planning, LLC including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		15 Apr 2025	31 Mar 2025	028-24963
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		12 Feb 2025	31 Dec 2024	028-24963

Michael A. Dubis Financial Planning, LLC files with the SEC under CIK 0002052271. 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.