Sharp Wealth Advisory, LLC SEC EDGAR Filings (CIK 0001733194)

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

Business address
100 Tournament Drive, Suite 310, Horsham, PA, 19044
Top securities (13F)
IYY, AGG, VGIT, GLD, VOO, XLK, XLC, QQQ, IEMG, IVW, XLV, EFA, XLU, IAU, META, NVDA, VEA, GOOGL, AAPL, and VWO
State of incorporation
PA
Fiscal year end
31 December
Former names
Sharp Financial Services, LLC (to 28 Oct 2025)
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Sharp Wealth Advisory, LLC has filed 11 SEC EDGAR filings since 15 Jul 2024

Latest Filings

Recent SEC filings for Sharp Wealth Advisory, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jan 2026 31 Dec 2025 028-24222
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2025 30 Sep 2025 028-24222
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2025 30 Jun 2025 028-24222
N-PX Open N-PX document View SEC filing for N-PX 15 Jul 2025 30 Jun 2025 028-24222
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2025 31 Mar 2025 028-24222
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2025 31 Dec 2024 028-24222
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2024 30 Sep 2024 028-24222
N-PX Open N-PX document View SEC filing for N-PX 19 Aug 2024 30 Jun 2024 028-24222
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 31 Mar 2024 028-24222
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 31 Dec 2023 028-24222
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2024 30 Jun 2024 028-24222

About this filer

Sharp Wealth Advisory, LLC files with the SEC under CIK 0001733194. 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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