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

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