Fee-Only Financial Planning, L.C. has filed its quarterly 13F-HR report with the SEC, providing insights into its investment holdings as of September 30, 2026. This filing is crucial as it reflects the company's investment strategies and positions in the market.
Background
Fee-Only Financial Planning, L.C. is classified as an 'other' entity type in the financial services sector. The firm is known for its fee-only financial planning services, focusing on providing transparent and unbiased financial advice. The recent filing is part of a series of quarterly reports, with the latest being submitted on October 23, 2026.
What the Filing Says
The filing, identified by accession number 0001954044-26-000005, indicates that Fee-Only Financial Planning continues to uphold its reporting obligations. However, specific details regarding the holdings and investment strategies were not disclosed in the filing.
Impact
This update may affect various stakeholders, including clients seeking transparency in their financial planning services and competitors monitoring the firm's investment activities. As the financial planning landscape evolves, such filings can provide valuable insights into market trends and competitive positioning.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was filed on October 23, 2026, and accepted on the same day. The period covered by this report is as of September 30, 2026. The filing includes two documents, indicating a comprehensive submission of the firm’s investment holdings.
Contact Information
Fee-Only Financial Planning, L.C. is located at 45 Sugar Mill Drive, Okatie, SC 29909. For any inquiries, they can be reached at 540-467-0901. This information is essential for clients or stakeholders wishing to follow up on their financial planning services.
Company Identification
The firm is registered with the SEC under the Central Index Key (CIK) number 0001954044. It operates under the Employer Identification Number (EIN) 541648649 and is incorporated in South Carolina. The fiscal year for the firm ends on December 31.
Document Format
The filing includes various document formats, such as HTML and XML, which provide different ways to access the information contained within the report. The primary document can be found in both HTML and XML formats, ensuring accessibility for various users.
Missing Information
The filing does not disclose specific details about the investment holdings or strategies employed by Fee-Only Financial Planning, L.C., which could provide further insights into the firm's market positions and decision-making processes.