Filer · Institutional
Strategic Financial Planning,Inc.
CIK 0001802277TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001214659-26-006173 · filed 2026-05-14
40
positions
Q4 202513F-HR
0001214659-26-002083 · filed 2026-02-17
39
positions
Q3 202513F-HR
0001214659-25-016430 · filed 2025-11-13
38
positions
Q2 202513F-HR
0001214659-25-011946 · filed 2025-08-13
38
positions
Q1 202513F-HR
0001214659-25-007548 · filed 2025-05-14
35
positions
Q4 202413F-HR
0001214659-25-002552 · filed 2025-02-13
37
positions
Q3 202413F-HR
0001214659-24-017949 · filed 2024-10-25
37
positions
Q2 202413F-HR
0001214659-24-014182 · filed 2024-08-12
34
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.