Clear Perspectives Financial Planning, LLC SEC EDGAR Filings (CIK 0001841174)

SEC EDGAR filings, ownership reports, and insider transactions for Clear Perspectives Financial Planning, LLC.

Business address
10300 Alliance Road, Suite 460, Cincinnati, OH, 45242
Top securities (13F)
PG, VYM, RSP, VTV, VOO, SGOV, VIG, VOOV, VXUS, VEA, SDY, DVY, MGK, MGV, IOO, IWB, SPY, BIL, IVV, and VTI
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Clear Perspectives Financial Planning, LLC has filed 10 SEC EDGAR filings since 01 Feb 2021

Latest Filings

Recent SEC filings for Clear Perspectives 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 11 May 2023 31 Mar 2023 028-20504
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2023 31 Dec 2022 028-20504
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2022 30 Sep 2022 028-20504
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2022 30 Jun 2022 028-20504
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2022 31 Mar 2022 028-20504
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2022 31 Dec 2021 028-20504
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2021 30 Sep 2021 028-20504
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2021 30 Jun 2021 028-20504
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2021 31 Mar 2021 028-20504
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2021 31 Dec 2020 028-20504

About this filer

Clear Perspectives Financial Planning, LLC files with the SEC under CIK 0001841174. 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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