Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-003779
Filing Date
2025-07-14
Accepted
2025-07-14 11:10:32
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2060
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 43732
  Complete submission text file 0001085146-25-003779.txt   47083
Mailing Address 190 SOUTH MAIN STREET BOUNTIFUL UT 84010
Business Address 190 SOUTH MAIN STREET BOUNTIFUL UT 84010 801-627-2200
STRATEGIC PLANNING GROUP, LLC (Filer) CIK: 0001875525 (see all company filings)

EIN.: 870636478 | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24057 | Film No.: 251120509