Partners in Financial Planning SEC EDGAR Filings (CIK 0002054264)

SEC EDGAR filings, ownership reports, and insider transactions for Partners in Financial Planning.

Business address
421 South College Avenue, Salem, VA, 24153
Top securities (13F)
BND, VUG, VTV, BNDX, VEA, BSV, VBR, VBK, VWO, VSS, VNQ, SPDW, VTI, VTEB, SUB, VCIT, VOO, MUB, SPYG, and VO
State of incorporation
VA
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Partners in Financial Planning has filed 20 SEC EDGAR filings since 12 Feb 2025

Latest Filings

Recent SEC filings for Partners in Financial Planning including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2026 31 Dec 2025 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2025 30 Sep 2025 028-24971
N-PX Open N-PX document View SEC filing for N-PX 04 Aug 2025 30 Jun 2025 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2025 30 Jun 2025 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 30 Jun 2021 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 30 Sep 2021 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 31 Dec 2021 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 31 Mar 2022 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 30 Jun 2022 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 30 Sep 2022 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 31 Dec 2022 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2025 31 Mar 2025 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Mar 2025 30 Sep 2023 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Feb 2025 31 Mar 2023 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Feb 2025 30 Jun 2023 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Feb 2025 31 Dec 2023 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Feb 2025 31 Mar 2024 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Feb 2025 30 Jun 2024 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Feb 2025 30 Sep 2024 028-24971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2025 31 Dec 2024 028-24971

About this filer

Partners in Financial Planning files with the SEC under CIK 0002054264. This page aggregates EDGAR filings and related ownership activity.

FAQ

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.

Related pages