1900 WEALTH MANAGEMENT LLC SEC EDGAR Filings (CIK 0001791996)

SEC EDGAR filings, ownership reports, and insider transactions for 1900 WEALTH MANAGEMENT LLC.

Business address
1900 Broadway, Suite 900, San Antonio, TX, 78215
Top securities (13F)
SPYM, JAAA, UBND, JMUB, DFUS, IVV, SPMD, QUAL, MTUM, VEA, GSLC, DFUV, VONE, ITOT, IDCC, GSIE, IWB, FNDF, GSSC, and AAPL
State of incorporation
TX
Fiscal year end
31 December
Former names
MONTICELLO WEALTH MANAGEMENT, LLC (to 26 Apr 2021)
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1900 WEALTH MANAGEMENT LLC has filed 22 SEC EDGAR filings since 05 Feb 2021

Latest Filings

Recent SEC filings for 1900 WEALTH MANAGEMENT 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 20 Jan 2026 31 Dec 2025 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2025 30 Sep 2025 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2025 30 Jun 2025 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2025 31 Mar 2025 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2025 31 Dec 2024 028-20583
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 14 Nov 2024 30 Sep 2024 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2024 30 Sep 2024 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2024 30 Jun 2024 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2024 31 Mar 2024 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2024 31 Dec 2023 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2023 30 Sep 2023 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2023 30 Jun 2023 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2023 31 Mar 2023 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2023 31 Dec 2022 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2022 30 Sep 2022 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2022 30 Jun 2022 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2022 31 Mar 2022 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2022 31 Dec 2021 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2021 30 Sep 2021 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2021 30 Jun 2021 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2021 31 Mar 2021 028-20583
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2021 31 Dec 2020 028-20583

About this filer

1900 WEALTH MANAGEMENT LLC files with the SEC under CIK 0001791996. 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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