Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-003157
Filing Date
2025-05-14
Accepted
2025-05-14 17:00:14
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2532
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 56990
  Complete submission text file 0001085146-25-003157.txt   60712
Mailing Address 8111 ASHLANE WAY SUITE 206 THE WOODLANDS TX 77382
Business Address 8111 ASHLANE WAY SUITE 206 THE WOODLANDS TX 77382 281-378-7871
BWM Planning, LLC (Filer) CIK: 0002039698 (see all company filings)

EIN.: 842261918
Type: 13F-HR | Act: 34 | File No.: 028-24382 | Film No.: 25946846