PROFESSIONAL PLANNING

All 13F Portfolio Filings

Most recent 13F
Q3 2021
Location
Thousand Oaks, CA
CIK
0001740871
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2021 124 209,397 13F-HR 11/15/2021 000174087121000005 PROFESSIONAL PLANNING
Q2 2021 130 217,780 13F-HR 8/16/2021 000160658821000009 PROFESSIONAL PLANNING
Q1 2021 120 204,762 13F-HR 5/14/2021 000174087121000002 PROFESSIONAL PLANNING
Q4 2020 130 247,528 13F-HR 2/18/2021 000174087121000001 PROFESSIONAL PLANNING
Q3 2020 35 131,246 13F-HR 10/14/2020 000174087120000004 PROFESSIONAL PLANNING
Q2 2020 115 187,589 13F-HR 7/17/2020 000174087120000003 PROFESSIONAL PLANNING
Q1 2020 32 85,815 13F-HR 4/20/2020 000174087120000002 PROFESSIONAL PLANNING
Q4 2019 39 115,457 13F-HR 1/14/2020 000174087120000001 PROFESSIONAL PLANNING
Q3 2019 30 94,096 13F-HR 10/17/2019 000174087119000004 PROFESSIONAL PLANNING
Q2 2019 27 84,744 13F-HR 7/23/2019 000174087119000003 PROFESSIONAL PLANNING
Q1 2019 30 81,799 13F-HR 5/8/2019 000174087119000002 PROFESSIONAL PLANNING
Q4 2018 30 73,358 13F-HR 1/28/2019 000174087119000001 PROFESSIONAL PLANNING
Q3 2018 29 71,429 13F-HR 10/19/2018 000174087118000004 PROFESSIONAL PLANNING
Q2 2018 29 63,343 13F-HR 7/19/2018 000174087118000003 PROFESSIONAL PLANNING
Q1 2018 28 58,746 13F-HR 6/20/2018 000174087118000002 PROFESSIONAL PLANNING
Q4 2017 26 54,710 13F-HR 6/18/2018 000174087118000001 PROFESSIONAL PLANNING