Michael A. Dubis Financial Planning, LLC SEC EDGAR Filings (CIK 0002052271)

SEC EDGAR filings, ownership reports, and insider transactions for Michael A. Dubis Financial Planning, LLC.

Business address
8383 Greenway Blvd, Suite 600, Middleton, WI, 53562
Top securities (13F)
VTI, SGOV, VGIT, VGSH, SPTS, DFIC, SPTM, AAPL, VNQ, ITOT, VEA, MGC, VXUS, DCOR, VV, DFAC, BIL, VO, VIG, and DFAS
State of incorporation
WI
Fiscal year end
31 December
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Michael A. Dubis Financial Planning, LLC has filed 2 SEC EDGAR filings since 12 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-24963
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-24963