StrongBox Wealth, LLC

Business address
3470 Ne Ralph Powell Road, Ste A, Lee's Summit, MO, 64064
Top securities (13F)
JPST, SHY, QUAL, MSFT, VGIT, IJH, CGIE, AVGO, QQQ, GOOGL, XLRE, ETN, JPM, JEPI, V, RTX, COST, AMZN, VIG, and NEE
State of incorporation
DE
Fiscal year end
31 December
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StrongBox Wealth, LLC has filed 26 SEC EDGAR filings since 15 May 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Oct 2025 30 Sep 2025 028-20269
N-PX Open Document Open Filing 27 Aug 2025 30 Jun 2025 028-20269
13F-HR Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-20269
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-20269
13F-HR Open Document Open Filing 14 Jan 2025 31 Dec 2024 028-20269
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-20269
N-PX Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-20269
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-20269
13F-HR/A Open Document Open Filing 14 May 2024 31 Mar 2024 028-20269
13F-HR Open Document Open Filing 26 Apr 2024 31 Mar 2024 028-20269
13F-HR Open Document Open Filing 08 Jan 2024 31 Dec 2023 028-20269
13F-HR Open Document Open Filing 10 Oct 2023 30 Sep 2023 028-20269
13F-HR Open Document Open Filing 24 Jul 2023 30 Jun 2023 028-20269
13F-HR Open Document Open Filing 21 Apr 2023 31 Mar 2023 028-20269
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-20269
13F-HR Open Document Open Filing 14 Oct 2022 30 Sep 2022 028-20269
13F-HR Open Document Open Filing 15 Jul 2022 30 Jun 2022 028-20269
13F-HR Open Document Open Filing 14 Apr 2022 31 Mar 2022 028-20269
13F-HR Open Document Open Filing 14 Jan 2022 31 Dec 2021 028-20269
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-20269
13F-HR Open Document Open Filing 10 Aug 2021 30 Jun 2021 028-20269
13F-HR Open Document Open Filing 28 May 2021 31 Mar 2021 028-20269
13F-HR Open Document Open Filing 02 Feb 2021 31 Dec 2020 028-20269
13F-HR Open Document Open Filing 20 Oct 2020 30 Sep 2020 028-20269
13F-HR Open Document Open Filing 30 Jul 2020 30 Jun 2020 028-20269
13F-HR Open Document Open Filing 15 May 2020 31 Mar 2020 028-20269