Wealth Management Solutions, LLC SEC EDGAR Filings (CIK 0001905979)

SEC EDGAR filings, ownership reports, and insider transactions for Wealth Management Solutions, LLC.

Business address
300 North Pottstown Pike, Suite 240, Exton, PA, 19341
Top securities (13F)
SCHD, MTUM, SPTM, VHT, FLTR, QUAL, SPSM, SCZ, ITOT, AAPL, SPAB, JNJ, IJR, NFJ, MSFT, XOM, ESGU, IEF, XHLF, and SCHP
State of incorporation
PA
Fiscal year end
31 December
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Wealth Management Solutions, LLC has filed 8 SEC EDGAR filings since 03 Feb 2022

Latest Filings

Recent SEC filings for Wealth Management Solutions, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2023 30 Sep 2023 028-21585
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2023 30 Jun 2023 028-21585
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2023 31 Mar 2023 028-21585
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2023 31 Dec 2022 028-21585
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2022 30 Sep 2022 028-21585
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2022 30 Jun 2022 028-21585
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2022 31 Mar 2022 028-21585
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2022 31 Dec 2021 028-21585

About this filer

Wealth Management Solutions, LLC files with the SEC under CIK 0001905979. 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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