Partners in Financial Planning

Business address
421 South College Avenue, Salem, VA, 24153
Top securities (13F)
BND, VUG, VTV, BNDX, VEA, BSV, VBR, VBK, VWO, VSS, VNQ, SPDW, VTI, VTEB, SUB, VCIT, VOO, MUB, SPYG, and SPYV
State of incorporation
VA
Fiscal year end
31 December
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Partners in Financial Planning has filed 19 SEC EDGAR filings since 12 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-24971
N-PX Open Document Open Filing 04 Aug 2025 30 Jun 2025 028-24971
13F-HR Open Document Open Filing 04 Aug 2025 30 Jun 2025 028-24971
13F-HR Open Document Open Filing 05 May 2025 30 Jun 2021 028-24971
13F-HR Open Document Open Filing 05 May 2025 30 Sep 2021 028-24971
13F-HR Open Document Open Filing 05 May 2025 31 Dec 2021 028-24971
13F-HR Open Document Open Filing 05 May 2025 31 Mar 2022 028-24971
13F-HR Open Document Open Filing 05 May 2025 30 Jun 2022 028-24971
13F-HR Open Document Open Filing 05 May 2025 30 Sep 2022 028-24971
13F-HR Open Document Open Filing 05 May 2025 31 Dec 2022 028-24971
13F-HR Open Document Open Filing 30 Apr 2025 31 Mar 2025 028-24971
13F-HR Open Document Open Filing 04 Mar 2025 30 Sep 2023 028-24971
13F-HR Open Document Open Filing 26 Feb 2025 31 Mar 2023 028-24971
13F-HR Open Document Open Filing 26 Feb 2025 30 Jun 2023 028-24971
13F-HR Open Document Open Filing 26 Feb 2025 31 Dec 2023 028-24971
13F-HR Open Document Open Filing 26 Feb 2025 31 Mar 2024 028-24971
13F-HR Open Document Open Filing 26 Feb 2025 30 Jun 2024 028-24971
13F-HR Open Document Open Filing 26 Feb 2025 30 Sep 2024 028-24971
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-24971