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.

SEC EDGAR filings, ownership reports, and insider transactions for Planning Solutions Group LLC.

Business address: 8161 Maple Lawn Blvd, Suite 400, Fulton, MD, 20759
Top securities (13F): IVV, IEFA, IEMG, SPEM, VYM, VEU, AOM, EFAV, AAPL, BBT, EEM, FPE, LGIH, IJR, SPDW, PEP, ITOT, QQQ, JNJ, and MSFT
State of incorporation: MD
Fiscal year end: 31 December

Planning Solutions Group LLC has filed 3 SEC EDGAR filings since 14 Feb 2019

Recent SEC filings for Planning Solutions Group LLC including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	15 Aug 2019	30 Jun 2019	028-19241
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	10 May 2019	31 Mar 2019	028-19241
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Feb 2019	31 Dec 2018	028-19241

Planning Solutions Group LLC files with the SEC under CIK 0001766969. This page aggregates EDGAR filings and related ownership activity.

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.