BWM Planning, LLC

Business address
8111 Ashlane Way, Suite 206, The Woodlands, TX, 77382
Top securities (13F)
VTI, AVUV, AVDE, DFAI, AVNM, SCHO, QVAL, DFAE, AAPL, DFCF, QMOM, IVV, SPXE, HIDE, DFAT, DISV, BRKB, WFC, RSST, and DFAS
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BWM Planning, LLC has filed 6 SEC EDGAR filings since 09 Oct 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 31 Oct 2025 30 Sep 2025 028-24382
N-PX Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-24382
13F-HR Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-24382
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-24382
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-24382
13F-HR Open Document Open Filing 09 Oct 2024 30 Sep 2024 028-24382