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 SwitchPoint Financial Planning, LLC.

Business address: 2901 W Bluegrass Blvd, Suite 200 26, Lehi, UT, 84043
Top securities (13F): DFAC, DFIC, DFEM, DFAT, DFUV, DFSD, DFAX, CDNS, SGOV, VTI, DFAU, VTV, GOOG, VUG, DFIV, DFAI, VXUS, AVUS, DFAS, and VTEB

SwitchPoint Financial Planning, LLC has filed 4 SEC EDGAR filings since 12 Feb 2025

Recent SEC filings for SwitchPoint Financial Planning, LLC including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	13 Nov 2025	30 Sep 2025	028-24924
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	01 Aug 2025	30 Jun 2025	028-24924
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	29 Apr 2025	31 Mar 2025	028-24924
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 Feb 2025	31 Dec 2024	028-24924

SwitchPoint Financial Planning, LLC files with the SEC under CIK 0002055526. 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.