Forbes Financial Planning, Inc. has submitted its quarterly report, revealing its institutional holdings as of September 30, 2026. This filing is particularly important as it provides insights into the company's investment strategies and market positions.
Background
Forbes Financial Planning, Inc. is categorized under the SIC description for financial planning. The company has been active in filing various reports, including its recent Form 13F-HR on October 23, 2026. This filing follows a series of other reports, showcasing the company’s ongoing commitment to transparency and regulatory compliance.
What the Filing Says
The filing dated October 23, 2026, is a Form 13F-HR, which is a quarterly report filed by institutional managers. The document outlines the holdings of Forbes Financial Planning as of the end of September 2026. Specific details regarding the holdings were not available in the SEC filing.
Impact
This filing may affect various stakeholders, including investors, competitors, and analysts. Investors can gain insights into the investment strategies of Forbes Financial Planning, while competitors may analyze the data to understand market positioning.
What's Next
The filing does not say what happens next.
Filing Details
The Form 13F-HR was filed on October 23, 2026, and accepted on the same day at 16:07:59. The report covers the period ending September 30, 2026, and indicates that the filing consists of two documents.
Company Information
Forbes Financial Planning, Inc. is located at 660 Main Street, East Greenwich, RI 02818. The company can be contacted at 401-885-7300. It is incorporated in Rhode Island and has an Employer Identification Number (EIN) of 260239476.
Document Availability
The filing includes various document formats, such as primary documents and an information table. Notably, the information table is available in both HTML and XML formats, with the HTML version being accessible via a specific link in the filing.
Regulatory Compliance
By submitting the Form 13F-HR, Forbes Financial Planning, Inc. demonstrates its compliance with SEC regulations, which require institutional investment managers to disclose their equity holdings on a quarterly basis. This transparency is crucial for maintaining investor confidence and regulatory oversight.
Missing Information
The filing does not provide specific details regarding the individual holdings or the value of assets under management, which would typically be included in a comprehensive 13F report.