Laurel Wealth Planning LLC SEC EDGAR Filings (CIK 0001842010)

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

Business address
3300 Edinborough Way, Suite 790, Edina, MN, 55435
Top securities (13F)
VOO, BWZ, EFIV, ESGU, IFRA, SPYV, ESGD, IVW, COWG, EPI, MOAT, ESGE, FNDE, EWJ, IVV, DFIV, VEA, DSI, EMNT, and AVDV
State of incorporation
MN
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Laurel Wealth Planning LLC has filed 22 SEC EDGAR filings since 08 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 20 Oct 2025 30 Sep 2025 028-20598
13F-HR Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-20598
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-20598
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-20598
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-20598
13F-HR Open Document Open Filing 28 Oct 2024 30 Sep 2024 028-20598
N-PX Open Document Open Filing 04 Oct 2024 30 Jun 2024 028-20598
13F-HR Open Document Open Filing 25 Jul 2024 30 Jun 2024 028-20598
13F-HR Open Document Open Filing 22 Apr 2024 31 Mar 2024 028-20598
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-20598
13F-HR Open Document Open Filing 27 Oct 2023 30 Sep 2023 028-20598
13F-HR Open Document Open Filing 19 Jul 2023 30 Jun 2023 028-20598
13F-HR Open Document Open Filing 18 Apr 2023 31 Mar 2023 028-20598
13F-HR Open Document Open Filing 02 Feb 2023 31 Dec 2022 028-20598
13F-HR Open Document Open Filing 02 Nov 2022 30 Sep 2022 028-20598
13F-HR Open Document Open Filing 09 Aug 2022 30 Jun 2022 028-20598
13F-HR Open Document Open Filing 28 Apr 2022 31 Mar 2022 028-20598
13F-HR Open Document Open Filing 01 Feb 2022 31 Dec 2021 028-20598
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-20598
13F-HR Open Document Open Filing 09 Aug 2021 30 Jun 2021 028-20598
13F-HR Open Document Open Filing 06 May 2021 31 Mar 2021 028-20598
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-20598