Filer Snapshot

Larry Mathis Financial Planning, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0002118274.

Entity Type

Company

Total Filings

1

Latest Filing

11 Mar 2026

Industry

n/a

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Business address
7210 N 16 Th Street, Phoenix, AZ, 85020
Top securities (13F)
HYHG, VOO, IGHG, CRH, DFAU, QQQ, AGG, NVDA, XLK, UTES, MCD, JPM, DFAI, MSFT, JNJ, RSP, BAC, QQEW, XAR, and GOOGL
State of incorporation
AZ
Fiscal year end
31 December

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Quick Takeaways

  • Larry Mathis Financial Planning, LLC is an SEC filer tracked under CIK 0002118274.
  • 1 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

What Changed

  • Latest filing: 13F-HR filed on 11 Mar 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0002118274.

See Original Filing

Filer Overview

Larry Mathis Financial Planning, LLC has filed 1 SEC EDGAR filings since 11 Mar 2026. Common forms include 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for Larry Mathis Financial Planning, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Mar 2026 31 Dec 2025 028-26761

About this filer

Larry Mathis Financial Planning, LLC files with the SEC under CIK 0002118274. 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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