Significant Ownership of WhiteRock Wealth Design LLC

Large-stake snapshot 1 signal
Large-stake filing summary
  • Recent SEC Schedule 13D/G filings for WhiteRock Wealth Design LLC focus on large-stake beneficial ownership disclosures and amendments.
  • Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Jeffrey Meekins - Financial Advisor
Manager location
Fayetteville, AR

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Significant Ownership of WhiteRock Wealth Design LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PFSB PFS Bancorp, Inc. Common Stock 9% $2,675,211 138,972 WhiteRock Wealth Design LLC 30 Jun 2026
SBMW Security Midwest Bancorp, Inc. Common Stock 8.6% $1,366,444 76,125 WhiteRock Wealth Design LLC 30 Jun 2026

Schedules 13D/G Reported by WhiteRock Wealth Design LLC:

Sym Target Class Ownership Change Current shares Change Value Reporting name Form Report period Filing date
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.
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