Fiduciary Planning LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Coral Springs, FL
CIK
0001792851
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 61 211,844 13F-HR 10/26/2023 000179285123000004 Fiduciary Planning LLC
Q2 2023 43 217,221 13F-HR 8/3/2023 000179285123000003 Fiduciary Planning LLC
Q1 2023 42 211,130 13F-HR 5/1/2023 000179285123000002 Fiduciary Planning LLC
Q4 2022 42 206,201 13F-HR 2/6/2023 000179285123000001 Fiduciary Planning LLC
Q3 2022 38 194,815 13F-HR 11/14/2022 000180253022000005 Fiduciary Planning LLC
Q2 2022 39 202,152 13F-HR 9/30/2022 000179285122000003 Fiduciary Planning LLC
Q1 2022 38 182,189 13F-HR 5/11/2022 000169727422000003 Fiduciary Planning LLC
Q4 2021 48 177,798 13F-HR 2/8/2022 000179285122000001 Fiduciary Planning LLC
Q3 2021 67 187,938 13F-HR 11/9/2021 000179285121000005 Fiduciary Planning LLC
Q2 2021 61 115,747 13F-HR 8/6/2021 000179285121000004 Fiduciary Planning LLC
Q1 2021 277 66,185 RESTATEMENT 5/24/2021 000179285121000003 Fiduciary Planning LLC
Q1 2021 260 70,963 13F-HR 5/20/2021 000179285121000002 Fiduciary Planning LLC
Q4 2020 260 70,963 13F-HR 2/10/2021 000179285121000001 Fiduciary Planning LLC
Q3 2020 212 60,648 13F-HR 10/27/2020 000162663220000006 Fiduciary Planning LLC
Q2 2020 33 45,439 13F-HR 8/24/2020 000179285120000003 Fiduciary Planning LLC
Q1 2020 37 53,307 13F-HR 5/8/2020 000169727420000003 Fiduciary Planning LLC
Q4 2019 64 108,309 13F-HR 2/14/2020 000179285120000002 Fiduciary Planning LLC