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 Novak Financial Planning, LLC.

Business address: 2231 Old Emmorton Road, Bel Air, MD, 21015
Top securities (13F): VTI, QQQ, GLD, ICSH, BIV, BSV, VIG, VWO, SDY, VUG, IAU, IWY, AAPL, RSP, IEFA, MDY, SCHD, EFA, VB, and LQD
State of incorporation: MD
Fiscal year end: 31 December

Novak Financial Planning, LLC has filed 3 SEC EDGAR filings since 02 Feb 2021

Recent SEC filings for Novak 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	21 Jul 2021	30 Jun 2021	028-20516
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	09 Apr 2021	31 Mar 2021	028-20516
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	02 Feb 2021	31 Dec 2020	028-20516

Novak Financial Planning, LLC files with the SEC under CIK 0001843462. 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.