Planning Project LLC SEC EDGAR Filings (CIK 0002052480)

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

Business address
4526 Research Forest Dr, Suite 240, The Woodlands, TX, 77381
Top securities (13F)
IVV, IEFA, AGG, IJH, LQD, IJR, VOO, LIN, VEA, BND, VTI, SPY, VO, VCIT, JPLD, IWF, VB, IWB, MUB, and FBND
State of incorporation
TX
Fiscal year end
31 December
Planning Project LLC has filed 1 SEC EDGAR filings since 12 Feb 2026

Latest Filings

Recent SEC filings for Planning Project 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 12 Feb 2026 31 Dec 2025 028-26274

About this filer

Planning Project LLC files with the SEC under CIK 0002052480. 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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