Filer Snapshot

Levy Wealth Management Group, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001843138.

Entity Type

Company

Total Filings

16

Latest Filing

01 Aug 2024

Industry

n/a

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Business address
1818 Market Street, Suite 3232, Philadelphia, PA, 19103
Top securities (13F)
VTI, VIG, BSV, QQQM, JQUA, SPAB, SPYG, AAPL, JMST, IWV, MSFT, QQQ, QEFA, JPST, SPMD, VOOG, SPSB, AJG, MGV, and BRKB
State of incorporation
PA
Fiscal year end
31 December

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Quick Takeaways

  • Levy Wealth Management Group, LLC is an SEC filer tracked under CIK 0001843138.
  • 16 filings are listed on this profile.
  • Common form coverage includes N-PX, 13F-HR.

What Changed

  • Latest filing: N-PX filed on 01 Aug 2024.
  • Report period: 30 Jun 2024.

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.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0001843138.

See Original Filing

Filer Overview

Levy Wealth Management Group, LLC has filed 16 SEC EDGAR filings since 10 Feb 2021. Common forms include N-PX, 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for Levy Wealth Management Group, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open N-PX document View SEC filing for N-PX 01 Aug 2024 30 Jun 2024 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2024 30 Jun 2024 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Apr 2024 31 Mar 2024 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2024 31 Dec 2023 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2023 30 Sep 2023 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2023 30 Jun 2023 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2023 31 Mar 2023 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2023 31 Dec 2022 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2022 30 Sep 2022 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jul 2022 30 Jun 2022 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2022 31 Mar 2022 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2022 31 Dec 2021 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2021 30 Sep 2021 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2021 30 Jun 2021 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2021 31 Mar 2021 028-20637
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2021 31 Dec 2020 028-20637

About this filer

Levy Wealth Management Group, LLC files with the SEC under CIK 0001843138. 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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