Filer Snapshot

Wealth CMT SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001802660.

Entity Type

Company

Total Filings

15

Latest Filing

12 Jul 2023

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 12 Jul 2023 for CIK 0001802660.

View Source Filing
Business address
200 Lake Drive East, Suite 204, Cherry Hill, NJ, 08002
Top securities (13F)
CWI, USMV, VONE, IXUS, TFI, SHM, SMMU, SPLV, VTWO, and VTHR
State of incorporation
NJ
Fiscal year end
31 December

Quick Takeaways

  • Wealth CMT is an SEC filer tracked under CIK 0001802660.
  • 15 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

What Changed

  • Latest filing: 13F-HR filed on 12 Jul 2023.
  • Report period: 30 Jun 2023.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 12 Jul 2023 for CIK 0001802660.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Wealth CMT.

Latest source-backed update
13F-HR filed 12 Jul 2023
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Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 12 Jul 2023.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Wealth CMT

New filing available

Latest 13F period: Q2 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Jul 2023

Page type

Filer profile

Latest period

Q2 2023

Institutional portfolio context was refreshed from a 13F filing filed on 12 Jul 2023.

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Benchmark Context

Benchmark context for this company

Wealth CMT has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

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Why this is notable

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Filer Overview

Wealth CMT has filed 15 SEC EDGAR filings since 07 Feb 2020. Common forms include 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for Wealth CMT with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jul 2023 30 Jun 2023 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2023 31 Mar 2023 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2023 31 Dec 2022 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2022 30 Sep 2022 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jul 2022 30 Jun 2022 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2022 31 Mar 2022 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jan 2022 31 Dec 2021 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2021 30 Sep 2021 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2021 30 Jun 2021 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2021 31 Mar 2021 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2021 31 Dec 2020 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2020 30 Sep 2020 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2020 30 Jun 2020 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2020 31 Mar 2020 028-19798
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2020 31 Dec 2019 028-19798

About this filer

Wealth CMT files with the SEC under CIK 0001802660. 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.