$151 Thousand is the total value of Laurel Wealth Planning LLC's 58 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 86.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NULV | Sell | NUSHARES ETF TRnuveen esg lrgvl | $12,897 | -99.9% | 378,537 | -20.5% | 8.54% | -18.7% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $7,258 | -99.9% | 99,213 | -8.2% | 4.81% | -8.7% |
| VOO | Sell | VANGUARD INDEX FDS | $6,434 | -99.9% | 17,108 | -9.9% | 4.26% | -1.0% |
| ESGU | Sell | ISHARES TResg awr msci usa | $4,254 | -99.9% | 47,035 | -14.8% | 2.82% | -6.6% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $3,899 | -99.9% | 49,988 | -3.3% | 2.58% | +7.9% |
| PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $3,797 | -99.9% | 190,636 | -0.9% | 2.52% | -1.9% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $3,682 | -99.9% | 57,625 | -12.0% | 2.44% | -1.3% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $3,183 | -99.9% | 79,257 | -4.7% | 2.11% | -1.5% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $3,005 | -99.9% | 41,902 | -37.2% | 1.99% | -29.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,998 | -99.9% | 7,322 | -18.0% | 1.99% | -9.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,834 | -99.9% | 29,310 | -6.3% | 1.88% | -1.6% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $2,801 | -99.9% | 87,210 | -14.3% | 1.86% | -4.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,786 | -99.9% | 6,777 | -16.2% | 1.84% | -7.9% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $2,552 | -99.9% | 67,157 | -30.8% | 1.69% | -31.7% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,033 | -99.9% | 32,588 | -15.1% | 1.35% | -14.9% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,964 | -99.9% | 10,362 | -19.1% | 1.30% | -14.1% |
| NUSC | Sell | NUSHARES ETF TRnuveen esg smlcp | $1,820 | -99.9% | 51,410 | -10.0% | 1.20% | -4.3% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $1,116 | -99.9% | 20,212 | -18.7% | 0.74% | -10.9% |
| GLTR | Sell | ABRDN PRECIOUS METALS BASKETphyscl precs met | $812 | -99.9% | 8,899 | -17.6% | 0.54% | -13.4% |
| SHE | Sell | SPDR SER TRspdr msci usa ge | $584 | -99.9% | 7,040 | -0.5% | 0.39% | +7.8% |
| HEEM | Sell | ISHARES INCcur hd msci em | $523 | -99.9% | 21,771 | -40.6% | 0.35% | -36.2% |
| MSFT | Sell | MICROSOFT CORP | $464 | -99.9% | 1,611 | -0.3% | 0.31% | +22.8% |
| ECL | Sell | ECOLAB INC | $415 | -99.9% | 2,510 | -18.8% | 0.28% | -5.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $349 | -99.9% | 1,709 | -28.8% | 0.23% | -22.0% |
| VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $261 | -99.9% | 4,991 | -19.1% | 0.17% | -11.7% |
| ABBV | Sell | ABBVIE INC | $205 | -99.9% | 1,285 | -10.3% | 0.14% | -8.7% |
| GPS | Exit | GAP INC | $0 | – | -4 | -100.0% | 0.00% | – |
| SPB | Exit | SPECTRUM BRANDS HLDGS INC NE | $0 | – | -1 | -100.0% | 0.00% | – |
| SRL | Exit | SCULLY ROYALTY LTD | $0 | – | -600 | -100.0% | 0.00% | – |
| Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -6 | -100.0% | 0.00% | – | |
| Exit | KYNDRYL HLDGS INC | $0 | – | -9 | -100.0% | 0.00% | – | |
| DOW | Exit | DOW INC | $0 | – | -6 | -100.0% | 0.00% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -6 | -100.0% | 0.00% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -8 | -100.0% | 0.00% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -60 | -100.0% | 0.00% | – |
| Exit | JACKSON FINANCIAL INC | $0 | – | -1 | -100.0% | 0.00% | – | |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -10 | -100.0% | 0.00% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -6 | -100.0% | 0.00% | – |
| Exit | EMBECTA CORP | $0 | – | -75 | -100.0% | -0.00% | – | |
| USB | Exit | US BANCORP DEL | $0 | – | -28 | -100.0% | -0.00% | – |
| AES | Exit | AES CORP | $0 | – | -55 | -100.0% | -0.00% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -21 | -100.0% | -0.00% | – | |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -11 | -100.0% | -0.00% | – |
| NVAX | Exit | NOVAVAX INC | $0 | – | -99 | -100.0% | -0.00% | – |
| PSO | Exit | PEARSON PLCsponsored adr | $0 | – | -137 | -100.0% | -0.00% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -534 | -100.0% | -0.00% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -51 | -100.0% | -0.00% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -40 | -100.0% | -0.00% | – |
| AEG | Exit | AEGON N V | $0 | – | -731 | -100.0% | -0.00% | – |
| JHX | Exit | JAMES HARDIE INDS PLCsponsored adr | $0 | – | -158 | -100.0% | -0.00% | – |
| PAC | Exit | GRUPO AEROPUERTO DEL PACIFICspon adr b | $0 | – | -21 | -100.0% | -0.00% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -35 | -100.0% | -0.00% | – |
| KODK | Exit | EASTMAN KODAK CO | $0 | – | -1,119 | -100.0% | -0.00% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -32 | -100.0% | -0.00% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC | $0 | – | -228 | -100.0% | -0.00% | – |
| MIDE | Exit | DBX ETF TRxtrackers s&p md | $0 | – | -133 | -100.0% | -0.00% | – |
| BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -172 | -100.0% | -0.00% | – |
| STM | Exit | STMICROELECTRONICS N Vny registry | $0 | – | -99 | -100.0% | -0.00% | – |
| ING | Exit | ING GROEP N.V.sponsored adr | $0 | – | -393 | -100.0% | -0.00% | – |
| NTES | Exit | NETEASE INCsponsored ads | $0 | – | -55 | -100.0% | -0.00% | – |
| EPR | Exit | EPR PPTYS | $0 | – | -114 | -100.0% | -0.00% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -294 | -100.0% | -0.00% | – |
| HSBC | Exit | HSBC HLDGS PLCspon adr new | $0 | – | -125 | -100.0% | -0.00% | – |
| FERG | Exit | FERGUSON PLC NEW | $0 | – | -36 | -100.0% | -0.00% | – |
| ONEV | Exit | SPDR SER TRrussell low vol | $0 | – | -58 | -100.0% | -0.00% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -45 | -100.0% | -0.00% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -7 | -100.0% | -0.00% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -284 | -100.0% | -0.00% | – |
| UBS | Exit | UBS GROUP AG | $0 | – | -331 | -100.0% | -0.00% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -78 | -100.0% | -0.00% | – | |
| AMZN | Exit | AMAZON COM INC | $0 | – | -100 | -100.0% | -0.01% | – |
| BNS | Exit | BANK NOVA SCOTIA HALIFAX | $0 | – | -144 | -100.0% | -0.01% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -42 | -100.0% | -0.01% | – |
| KR | Exit | KROGER CO | $0 | – | -185 | -100.0% | -0.01% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -243 | -100.0% | -0.01% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -95 | -100.0% | -0.01% | – |
| RY | Exit | ROYAL BK CDA SUSTAINABL | $0 | – | -78 | -100.0% | -0.01% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -80 | -100.0% | -0.01% | – |
| CM | Exit | CANADIAN IMPERIAL BK COMM TO | $0 | – | -214 | -100.0% | -0.01% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -82 | -100.0% | -0.01% | – |
| KB | Exit | KB FINL GROUP INCsponsored adr | $0 | – | -243 | -100.0% | -0.01% | – |
| IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -398 | -100.0% | -0.01% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -205 | -100.0% | -0.01% | – |
| SLF | Exit | SUN LIFE FINANCIAL INC. | $0 | – | -242 | -100.0% | -0.01% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -125 | -100.0% | -0.01% | – |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -575 | -100.0% | -0.01% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -203 | -100.0% | -0.01% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -255 | -100.0% | -0.01% | – |
| TRI | Exit | THOMSON REUTERS CORP. | $0 | – | -89 | -100.0% | -0.01% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -98 | -100.0% | -0.01% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -175 | -100.0% | -0.01% | – |
| LIN | Exit | LINDE PLC | $0 | – | -40 | -100.0% | -0.01% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -72 | -100.0% | -0.01% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -45 | -100.0% | -0.01% | – |
| MMD | Exit | MAINSTAY MACKAY DEFINEDTERM | $0 | – | -853 | -100.0% | -0.01% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -303 | -100.0% | -0.01% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -278 | -100.0% | -0.01% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -75 | -100.0% | -0.01% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -217 | -100.0% | -0.01% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -26 | -100.0% | -0.01% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -85 | -100.0% | -0.01% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -1,497 | -100.0% | -0.01% | – | |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -50 | -100.0% | -0.01% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -32 | -100.0% | -0.01% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -95 | -100.0% | -0.01% | – |
| IRTC | Exit | IRHYTHM TECHNOLOGIES INC | $0 | – | -190 | -100.0% | -0.01% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -125 | -100.0% | -0.01% | – |
| RUSHA | Exit | RUSH ENTERPRISES INCcl a | $0 | – | -337 | -100.0% | -0.01% | – |
| RUSHB | Exit | RUSH ENTERPRISES INCcl b | $0 | – | -337 | -100.0% | -0.01% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -824 | -100.0% | -0.01% | – |
| LGLV | Exit | SPDR SER TRssga us lrg etf | $0 | – | -142 | -100.0% | -0.01% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -70 | -100.0% | -0.01% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -413 | -100.0% | -0.01% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -117 | -100.0% | -0.01% | – |
| LDUR | Exit | PIMCO ETF TRenhncd lw dur ac | $0 | – | -225 | -100.0% | -0.01% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -315 | -100.0% | -0.02% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -52 | -100.0% | -0.02% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -207 | -100.0% | -0.02% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -101 | -100.0% | -0.02% | – |
| ASB | Exit | ASSOCIATED BANC CORP | $0 | – | -1,050 | -100.0% | -0.02% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -400 | -100.0% | -0.02% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -320 | -100.0% | -0.02% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -300 | -100.0% | -0.02% | – |
| SPSC | Exit | SPS COMM INC | $0 | – | -200 | -100.0% | -0.02% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -1,440 | -100.0% | -0.02% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -581 | -100.0% | -0.02% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -215 | -100.0% | -0.02% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -160 | -100.0% | -0.02% | – |
| BTT | Exit | BLACKROCK MUN TARGET TERM TR | $0 | – | -1,600 | -100.0% | -0.02% | – |
| Exit | INVESTMENT MANAGERS SER TR Iaxs change finan | $0 | – | -1,237 | -100.0% | -0.02% | – | |
| RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -405 | -100.0% | -0.02% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -655 | -100.0% | -0.02% | – |
| NEOG | Exit | NEOGEN CORP | $0 | – | -2,955 | -100.0% | -0.03% | – |
| WFCPRL | Exit | WELLS FARGO CO NEWperp pfd cnv a | $0 | – | -40 | -100.0% | -0.03% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -188 | -100.0% | -0.03% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -249 | -100.0% | -0.03% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -160 | -100.0% | -0.04% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -395 | -100.0% | -0.04% | – |
| ALG | Exit | ALAMO GROUP INC | $0 | – | -396 | -100.0% | -0.04% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -992 | -100.0% | -0.04% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -1,474 | -100.0% | -0.04% | – |
| BACPRL | Exit | BK OF AMERICA CORP7.25%cnv pfd l | $0 | – | -50 | -100.0% | -0.04% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -999 | -100.0% | -0.04% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -2,021 | -100.0% | -0.04% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -822 | -100.0% | -0.04% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -403 | -100.0% | -0.04% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -1,000 | -100.0% | -0.04% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -281 | -100.0% | -0.05% | – |
| DRQ | Exit | DRIL-QUIP INC | $0 | – | -2,600 | -100.0% | -0.05% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -1,025 | -100.0% | -0.05% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -383 | -100.0% | -0.05% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -324 | -100.0% | -0.05% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -835 | -100.0% | -0.05% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -304 | -100.0% | -0.05% | – |
| UTHR | Exit | UNITED THERAPEUTICS CORP DEL | $0 | – | -300 | -100.0% | -0.05% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -340 | -100.0% | -0.05% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -600 | -100.0% | -0.06% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -619 | -100.0% | -0.06% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -600 | -100.0% | -0.06% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -637 | -100.0% | -0.06% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -1,218 | -100.0% | -0.07% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -697 | -100.0% | -0.07% | – |
| WMT | Exit | WALMART INC | $0 | – | -782 | -100.0% | -0.07% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -480 | -100.0% | -0.08% | – |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -500 | -100.0% | -0.08% | – |
| PFE | Exit | PFIZER INC | $0 | – | -2,300 | -100.0% | -0.08% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INC | $0 | – | -1,150 | -100.0% | -0.08% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -1,734 | -100.0% | -0.08% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -1,516 | -100.0% | -0.08% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -490 | -100.0% | -0.08% | – |
| TGT | Exit | TARGET CORP | $0 | – | -890 | -100.0% | -0.09% | – |
| CGW | Exit | INVESCO EXCH TRADED FD TR IIs&p gbl water | $0 | – | -2,918 | -100.0% | -0.09% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -2,980 | -100.0% | -0.09% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -261 | -100.0% | -0.09% | – |
| PRF | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $0 | – | -925 | -100.0% | -0.09% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,332 | -100.0% | -0.09% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -1,875 | -100.0% | -0.09% | – |
| V | Exit | VISA INC | $0 | – | -732 | -100.0% | -0.10% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -600 | -100.0% | -0.10% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,210 | -100.0% | -0.11% | – |
| SRPT | Exit | SAREPTA THERAPEUTICS INC | $0 | – | -1,350 | -100.0% | -0.11% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,592 | -100.0% | -0.14% | – |
| MMM | Exit | 3M CO | $0 | – | -2,048 | -100.0% | -0.16% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,940 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 6.7% |
| ISHARES TR | 12 | Q3 2023 | 8.5% |
| ISHARES TR | 12 | Q3 2023 | 6.6% |
| ISHARES TR | 12 | Q3 2023 | 5.3% |
| VANECK VECTORS ETF TR | 12 | Q3 2023 | 5.8% |
| ISHARES TR | 12 | Q3 2023 | 5.3% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 4.2% |
| NUSHARES ETF TR | 12 | Q3 2023 | 5.6% |
| ISHARES TR | 12 | Q3 2023 | 4.2% |
| FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 3.7% |
View Laurel Wealth Planning LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-01 |
View Laurel Wealth Planning LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.