Larry Mathis Financial Planning, LLC has recently submitted its quarterly report, detailing its holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and positions within the financial planning sector.
The company operates under the entity type of 'other' and has been active in filing various reports with the SEC. Its recent filings include a 13F-HR report on October 26, 2026, which outlines its institutional investment activities.
Background
Larry Mathis Financial Planning, LLC is based in Phoenix, Arizona, and is categorized under the financial planning sector. The company has a history of filing reports with the SEC, with its most recent filings being:
- October 26, 2026 - 13F-HR
- July 27, 2026 - 13F-HR/A
- July 17, 2026 - N-PX
- July 17, 2026 - 13F-HR
- April 22, 2026 - 13F-HR
- March 11, 2026 - 13F-HR
What the Filing Says
The filing dated October 26, 2026, is categorized as a 13F-HR, which is a quarterly report filed by institutional investment managers. The report is essential for providing transparency regarding the company's investment holdings.
Impact
This filing may affect various stakeholders, including clients and investors who rely on the company's transparency regarding its investment strategies. By disclosing its holdings, Larry Mathis Financial Planning, LLC aims to maintain trust and credibility in the financial planning industry.
What's Next
The filing does not say what happens next.