PLIBX SEC Filings — Plumb Balanced Fund
Data updated: 2026-08-26
53 SEC filings are listed: 19 prospectuses (latest Aug 26, 2026), 26 quarterly N-PORT holdings reports (latest Aug 24, 2026) and 8 annual N-CEN reports (latest Jun 12, 2026).
PLIBX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 19 filings on SEC EDGAR.
- Filed Aug 26, 2026 · 497
- Filed Jul 29, 2026 · 485BPOS
- Filed Jul 30, 2025 · 485BPOS
- Filed Aug 29, 2024 · 497
- Filed Jul 30, 2024 · 485BPOS
- Filed Jul 27, 2023 · 485BPOS
- Filed Jul 27, 2022 · 485BPOS
- Filed Jul 27, 2021 · 485BPOS
- Filed Feb 5, 2021 · 485BPOS
- Filed Aug 10, 2020 · 485BPOS
- Filed Aug 19, 2019 · 497
- Filed Aug 17, 2018 · 485BPOS
- Filed Aug 11, 2017 · 485BPOS
- Filed Aug 15, 2016 · 485BPOS
- Filed Aug 10, 2015 · 485BPOS
- Filed Aug 13, 2014 · 485BPOS
- Filed Aug 14, 2013 · 485BPOS
- Filed Aug 9, 2012 · 485BPOS
- Filed Aug 10, 2011 · 485BPOS
PLIBX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 26 filings on SEC EDGAR.
- Filed Aug 24, 2026
- Filed May 27, 2026
- Filed Feb 26, 2026
- Filed Nov 28, 2025
- Filed Aug 27, 2025
- Filed May 27, 2025
- Filed Feb 26, 2025
- Filed Nov 26, 2024
- Filed Aug 27, 2024
- Filed May 28, 2024
- Filed Feb 22, 2024
- Filed Nov 21, 2023
- Filed Aug 9, 2023
- Filed May 16, 2023
- Filed Feb 21, 2023
- Filed Nov 28, 2022
- Filed Aug 24, 2022
- Filed May 25, 2022
- Filed Feb 23, 2022
- Filed Nov 23, 2021
- Filed Aug 13, 2021
- Filed May 25, 2021
- Filed Feb 10, 2021
- Filed Nov 19, 2020
- Filed Aug 20, 2020
- Filed May 21, 2020
PLIBX Annual census (N-CEN)
Service providers, brokerage and operations. 8 filings on SEC EDGAR.
Browse every Plumb Balanced Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.