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

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