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 Financial Plan, Inc..

Business address: 11 Bellwether Way, Suite 301, Bellingham, WA, 98225
Top securities (13F): AVUS, DFAC, AVDE, DFIC, DUSB, DFSD, AVEM, AVSF, VTIP, AVRE, DFAX, SPMB, DFGR, DFEM, DFCF, STIP, AAPL, VCSH, VGSH, and DFIP
State of incorporation: WA
Fiscal year end: 31 December

Financial Plan, Inc. has filed 1 SEC EDGAR filings since 28 Jan 2026

Recent SEC filings for Financial Plan, Inc. including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		28 Jan 2026	31 Dec 2025	028-25994

Financial Plan, Inc. files with the SEC under CIK 0002107584. 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.