PLANWISER FINANCIAL, LLC

Business address
620 S Cascade Ave, Colorado Springs, CO, 80903
Top securities (13F)
AVUS, IVV, VTV, VUG, AVLV, SPDW, IGIB, ICVT, VWOB, SPEM, AVIG, DFAI, AVEM, VMBS, SPHY, SPTI, BKLN, VTEB, HGER, and XLK
State of incorporation
CO
Fiscal year end
31 December
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PLANWISER FINANCIAL, LLC has filed 4 SEC EDGAR filings since 08 May 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-25548
N-PX Open Document Open Filing 26 Aug 2025 30 Jun 2025 028-25548
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-25548
13F-HR Open Document Open Filing 08 May 2025 31 Mar 2025 028-25548