Strategic Planning Group, LLC has filed its quarterly report, known as the 13F-HR, detailing its holdings as of September 30, 2026. This filing is significant as it provides insights into the company’s investment strategies and asset management practices.
Background
Strategic Planning Group, LLC is categorized under the entity type 'other' and is based in Bountiful, Utah. The company has been active in filing various forms with the SEC, including multiple 13F-HR filings throughout 2026. The latest filing was submitted on October 22, 2026, following earlier submissions in August and July of the same year.
What the Filing Says
The filing, which was accepted on October 22, 2026, indicates that it covers the period ending September 30, 2026. Specific details regarding the holdings were not disclosed in the filing text.
Impact
This quarterly report may affect investors and analysts who track institutional holdings and investment trends. The information provided can help stakeholders gauge the company’s positioning within the investment management landscape.
What's Next
The filing does not say what happens next.
Filing Details
The filing date for the 13F-HR was October 22, 2026, and it was accepted on the same day at 11:38:42 AM. The report covers the period ending September 30, 2026, and includes two documents associated with the filing. The effectiveness date of the filing is also noted as October 22, 2026.
Company Information
Strategic Planning Group, LLC is registered with the SEC under the Central Index Key (CIK) number 0001875525. The company’s Employer Identification Number (EIN) is 870636478, and it operates with a fiscal year ending on December 31. The firm is classified under file number 028-24057.
Contact Information
The business address for Strategic Planning Group, LLC is 190 South Main Street, Bountiful, Utah, 84010. They can be reached at the phone number 801-627-2200.
Document Accessibility
The filing includes multiple document formats, including an HTML version of the primary document and an information table. The complete submission text file is also available for review, providing stakeholders with comprehensive access to the filing details.
It is important to note that the filing does not disclose specific details regarding the holdings or the investment strategies employed by Strategic Planning Group, LLC.