Affinity Wealth Management Llc

Business address
2751 Centerville Road, Suite 110, Wilmington, DE, 19808
Top securities (13F)
QQQ, LRGF, RDVY, XMMO, XAR, RSPN, XLF, XLC, XLE, FPE, TLT, NVDA, PLTR, DBEZ, MSFT, DBJP, GOOGL, AMZN, LLY, and MA
Fiscal year end
31 December
Former names
AFFINITY WEALTH MANAGEMENT (to 14 Nov 2017), COMPU VAL INVESTMENTS INC (to 22 Jan 2001)
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Affinity Wealth Management Llc has filed 86 SEC EDGAR filings since 22 Apr 1999

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-01902
13F-HR Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-01902
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-01902
13F-HR Open Document Open Filing 11 Apr 2025 31 Mar 2025 028-01902
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-01902
13F-HR Open Document Open Filing 11 Oct 2024 30 Sep 2024 028-01902
N-PX Open Document Open Filing 20 Aug 2024 30 Jun 2024 028-01902
13F-HR Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-01902
13F-HR Open Document Open Filing 18 Apr 2024 31 Mar 2024 028-01902
13F-HR Open Document Open Filing 11 Jan 2024 31 Dec 2023 028-01902
13F-HR Open Document Open Filing 24 Oct 2023 30 Sep 2023 028-01902
13F-HR Open Document Open Filing 14 Aug 2023 30 Jun 2023 028-01902
13F-HR Open Document Open Filing 01 May 2023 31 Mar 2023 028-01902
13F-HR Open Document Open Filing 09 Feb 2023 31 Dec 2022 028-01902
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-01902
13F-HR Open Document Open Filing 15 Aug 2022 30 Jun 2022 028-01902
13F-HR Open Document Open Filing 12 May 2022 31 Mar 2022 028-01902
13F-HR Open Document Open Filing 08 Feb 2022 31 Dec 2021 028-01902
13F-HR Open Document Open Filing 04 Nov 2021 30 Sep 2021 028-01902
13F-HR Open Document Open Filing 09 Aug 2021 30 Jun 2021 028-01902
13F-HR Open Document Open Filing 17 May 2021 31 Mar 2021 028-01902
13F-HR Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-01902
13F-HR Open Document Open Filing 16 Nov 2020 30 Sep 2020 028-01902
13F-HR Open Document Open Filing 13 Aug 2020 30 Jun 2020 028-01902
13F-HR Open Document Open Filing 15 May 2020 31 Mar 2020 028-01902
13F-HR Open Document Open Filing 12 Feb 2020 31 Dec 2019 028-01902
13F-HR Open Document Open Filing 13 Nov 2019 30 Sep 2019 028-01902
13F-HR Open Document Open Filing 24 Jul 2019 30 Jun 2019 028-01902
13F-HR Open Document Open Filing 10 May 2019 31 Mar 2019 028-01902
13F-HR Open Document Open Filing 09 May 2019 31 Dec 2018 028-01902
13F-HR/A Open Document Open Filing 14 Nov 2017 30 Sep 2017 028-01902
13F-HR Open Document Open Filing 14 Nov 2017 30 Sep 2017 028-01902
13F-HR Open Document Open Filing 10 Aug 2017 30 Jun 2017 028-01902
13F-HR Open Document Open Filing 18 Apr 2017 31 Mar 2017 028-01902
13F-HR Open Document Open Filing 15 Feb 2017 31 Dec 2016 028-01902
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-01902
13F-HR Open Document Open Filing 10 Aug 2016 30 Jun 2016 028-01902
13F-HR Open Document Open Filing 12 May 2016 31 Mar 2016 028-01902
13F-HR Open Document Open Filing 16 Feb 2016 31 Dec 2015 028-01902
13F-HR Open Document Open Filing 29 Oct 2015 30 Sep 2015 028-01902
13F-HR Open Document Open Filing 03 Aug 2015 30 Jun 2015 028-01902
13F-HR Open Document Open Filing 29 Apr 2015 31 Mar 2015 028-01902
13F-HR Open Document Open Filing 13 Mar 2015 31 Dec 2014 028-01902
13F-HR Open Document Open Filing 24 Jul 2014 30 Jun 2014 028-01902