Domani Wealth, LLC SEC EDGAR Filings (CIK 0001634553)

SEC EDGAR filings, ownership reports, and insider transactions for Domani Wealth, LLC.

Business address
1869 Charter Lane, Suite 302, Lancaster, PA, 17601
Top securities (13F)
VOO, VEU, EFA, AAPL, JPST, IJH, IWF, SCHB, SCHX, IWB, IWD, IWM, IVV, SPY, VTV, IWR, DHR, PEP, EFG, and PG
State of incorporation
PA
Fiscal year end
31 December
Former names
PBWM Holdings, LLC (to 11 Aug 2017)
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Domani Wealth, LLC has filed 34 SEC EDGAR filings since 04 May 2015

Latest Filings

Recent SEC filings for Domani Wealth, LLC including 13F-HR, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2023 31 Mar 2023 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2023 31 Dec 2022 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2022 30 Sep 2022 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2022 30 Jun 2022 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2022 31 Mar 2022 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jan 2022 31 Dec 2021 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Oct 2021 30 Sep 2021 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2021 30 Jun 2021 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2021 31 Mar 2021 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2021 31 Dec 2020 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2020 30 Sep 2020 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2020 30 Jun 2020 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Apr 2020 31 Mar 2020 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2020 31 Dec 2019 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Oct 2019 30 Sep 2019 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2019 30 Jun 2019 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2019 31 Mar 2019 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2019 31 Dec 2018 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2018 30 Sep 2018 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2018 30 Jun 2018 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2018 31 Mar 2018 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2018 31 Dec 2017 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2017 30 Sep 2017 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2017 30 Jun 2017 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2017 31 Mar 2017 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2017 31 Dec 2016 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2016 30 Sep 2016 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2016 30 Jun 2016 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2016 31 Mar 2016 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2016 31 Dec 2015 028-16866
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 05 Nov 2015 30 Sep 2015 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2015 30 Sep 2015 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2015 30 Jun 2015 028-16866
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2015 31 Mar 2015 028-16866

About this filer

Domani Wealth, LLC files with the SEC under CIK 0001634553. 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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