Willingdon Wealth Management SEC EDGAR Filings (CIK 0001577773)

SEC EDGAR filings, ownership reports, and insider transactions for Willingdon Wealth Management.

Business address
13801 Reese Blvd, Ste 155, Huntersville, NC, 28078
Top securities (13F)
MSFT, GLD, AAPL, PSA, PFF, IVV, RSG, WM, ORCL, VZ, AMZN, GOOG, BRKB, SPY, CHTR, COST, FDX, HD, CCI, and PFE
State of incorporation
NC
Fiscal year end
31 December
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Willingdon Wealth Management has filed 26 SEC EDGAR filings since 14 Feb 2014

Latest Filings

Recent SEC filings for Willingdon Wealth Management including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2020 31 Mar 2020 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2020 31 Dec 2019 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2019 30 Sep 2019 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2019 30 Jun 2019 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2019 31 Mar 2019 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2019 31 Dec 2018 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2018 30 Sep 2018 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2018 30 Jun 2018 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2018 31 Mar 2018 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2018 31 Dec 2017 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2017 30 Sep 2017 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2017 30 Jun 2017 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2017 31 Mar 2017 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2017 31 Dec 2016 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2016 30 Sep 2016 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2016 30 Jun 2016 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2016 31 Mar 2016 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2016 31 Dec 2015 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2015 30 Sep 2015 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2015 30 Jun 2015 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2015 31 Mar 2015 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2015 31 Dec 2014 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2014 30 Sep 2014 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2014 30 Jun 2014 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2014 31 Mar 2014 028-16015
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2014 31 Dec 2013 028-16015

About this filer

Willingdon Wealth Management files with the SEC under CIK 0001577773. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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