1 NORTH WEALTH SERVICES LLC

Business address
1997 Annapolis Exchange Pkwy, Suite 250, Annapolis, MD, 21401
Top securities (13F)
VCIT, GLD, JEPI, JAAA, TOTL, EMB, PULS, IJH, GCOW, AAPL, EMXC, BBEU, GSY, VPL, DIA, DHS, IEI, QQQ, AVGO, and IVV
State of incorporation
MD
Fiscal year end
31 December
⭐ Add to watchlist ⭐
1 NORTH WEALTH SERVICES LLC has filed 8 SEC EDGAR filings since 06 Feb 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-19033
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-19033
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-19033
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-19033
13F-HR Open Document Open Filing 14 Feb 2020 31 Dec 2019 028-19033
13F-HR Open Document Open Filing 28 Oct 2019 30 Sep 2019 028-19033
13F-HR Open Document Open Filing 08 May 2019 31 Mar 2019 028-19033
13F-HR Open Document Open Filing 06 Feb 2019 31 Dec 2018 028-19033