Investments & Financial Planning, LLC
CIK 1909307 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Investments & Financial Planning, LLC.
Recent SEC filings
| Filed | Form | Accession number |
|---|---|---|
| Aug 27, 2026 | N-PX | 0001909307-26-000008 |
| Aug 13, 2026 | 13F-HR | 0001909307-26-000007 |
| May 11, 2026 | 13F-HR | 0001909307-26-000005 |
| Feb 23, 2026 | 13F-HR | 0001909307-26-000002 |
| Nov 13, 2025 | 13F-HR | 0001909307-25-000013 |
| Aug 12, 2025 | N-PX | 0001909307-25-000011 |
| Aug 12, 2025 | 13F-HR | 0001909307-25-000010 |
| Apr 30, 2025 | 13F-HR | 0001909307-25-000005 |
| Jan 28, 2025 | 13F-HR | 0001909307-25-000002 |
| Oct 15, 2024 | 13F-HR | 0001909307-24-000010 |
| Aug 28, 2024 | N-PX | 0001909307-24-000008 |
| Jul 18, 2024 | 13F-HR | 0001909307-24-000007 |
| May 3, 2024 | 13F-HR | 0001909307-24-000005 |
| Jan 18, 2024 | 13F-HR | 0001909307-24-000002 |
| Oct 18, 2023 | 13F-HR | 0001909307-23-000008 |
| Jul 18, 2023 | 13F-HR | 0001909307-23-000006 |
| May 2, 2023 | 13F-HR | 0001909307-23-000004 |
| Mar 1, 2023 | 13F-HR | 0001909307-23-000002 |
| Aug 11, 2022 | 13F-HR | 0001909307-22-000006 |
| May 9, 2022 | 13F-HR | 0001909307-22-000004 |
| Feb 11, 2022 | 13F-HR | 0001909307-22-000002 |