1900 WEALTH MANAGEMENT LLC

Business address
1900 Broadway, Suite 900, San Antonio, TX, 78215
Top securities (13F)
SPLG, JAAA, UBND, JMUB, DFUS, IVV, SPMD, QUAL, MTUM, VEA, GSLC, DFUV, VONE, ITOT, GSIE, IWB, FNDF, GSSC, IWF, and VTI
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 21 SEC EDGAR filings since 05 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Oct 2025 30 Sep 2025 028-20583
13F-HR Open Document Open Filing 21 Jul 2025 30 Jun 2025 028-20583
13F-HR Open Document Open Filing 17 Apr 2025 31 Mar 2025 028-20583
13F-HR Open Document Open Filing 28 Jan 2025 31 Dec 2024 028-20583
13F-HR/A Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-20583
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-20583
13F-HR Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-20583
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-20583
13F-HR Open Document Open Filing 01 Feb 2024 31 Dec 2023 028-20583
13F-HR Open Document Open Filing 17 Oct 2023 30 Sep 2023 028-20583
13F-HR Open Document Open Filing 21 Jul 2023 30 Jun 2023 028-20583
13F-HR Open Document Open Filing 02 May 2023 31 Mar 2023 028-20583
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-20583
13F-HR Open Document Open Filing 31 Oct 2022 30 Sep 2022 028-20583
13F-HR Open Document Open Filing 01 Aug 2022 30 Jun 2022 028-20583
13F-HR Open Document Open Filing 27 Apr 2022 31 Mar 2022 028-20583
13F-HR Open Document Open Filing 31 Jan 2022 31 Dec 2021 028-20583
13F-HR Open Document Open Filing 01 Nov 2021 30 Sep 2021 028-20583
13F-HR Open Document Open Filing 20 Jul 2021 30 Jun 2021 028-20583
13F-HR Open Document Open Filing 26 Apr 2021 31 Mar 2021 028-20583
13F-HR Open Document Open Filing 05 Feb 2021 31 Dec 2020 028-20583