Filer Snapshot

PROVENCE WEALTH MANAGEMENT GROUP SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001925991.

Entity Type

Company

Total Filings

10

Latest Filing

03 Sep 2024

Industry

n/a

Save this filer page for the next filing cycle

Keep this page in your research queue, then return to compare new filings with prior context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it

Best next steps

Start with the latest filings table, then open the strongest context page for this filer.

  • Use the filings table to verify the newest submission, form type, and report period.
  • Open the deeper context page only when this filer actually has insider or ownership signal.
Go to latest filings table Browse SEC filer directory
Source: SEC filing N-PX

N-PX filed on 03 Sep 2024 for CIK 0001925991.

View Source Filing
Business address
9481 Irvine Center Dr.,, Irvine, CA, 92618
Top securities (13F)
IVV, SPY, AAPL, IUSB, MSFT, QUAL, NVDA, MBB, DGRW, ESGU, MUB, EFG, AMZN, VCIT, TSLA, SPMD, META, VCSH, IWF, and EFV
State of incorporation
CA
Fiscal year end
31 December

Key facts

  • PROVENCE WEALTH MANAGEMENT GROUP is an SEC filer tracked under CIK 0001925991.
  • 10 filings are listed on this profile.
  • Common form coverage includes N-PX, 13F-HR.

Change

  • Latest filing: N-PX filed on 03 Sep 2024.
  • Report period: 30 Jun 2024.

Research use

  • 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.

Evidence

Source: SEC filing N-PX

N-PX filed on 03 Sep 2024 for CIK 0001925991.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed N-PX can change the filing history, ownership context, or next research path for PROVENCE WEALTH MANAGEMENT GROUP.

Latest source-backed update
N-PX filed 03 Sep 2024
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: N-PX filed 03 Sep 2024.
  • Save this filer if you want a stable place to return after the next filing cycle.
  • Open the latest filing table or ownership context to verify what changed.

Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

Jump to save and follow actions Open latest filings table

Latest update

What changed recently for PROVENCE WEALTH MANAGEMENT GROUP

New filing available

Latest 13F period: Q4 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 Feb 2024

Page type

Filer profile

Latest period

Q4 2023

Institutional portfolio context was refreshed from a 13F filing filed on 06 Feb 2024.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

PROVENCE WEALTH MANAGEMENT GROUP 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.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2023. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

Company intelligence

PROVENCE WEALTH MANAGEMENT GROUP: filings, ownership, insiders

CIK 0001925991. Open the active data lane, then verify the SEC filing behind the row.

Create free account to watch this company Open ownership signals

Active modules

2/5

Available company intelligence paths on this page.

Filings

10

SEC submissions provide the evidence trail.

Ownership context

1/3

Insider, large-stake, and institutional ownership lanes.

Return loop

Watch

Return when a new SEC-backed change lands.

Research checks

Latest filing

N-PX filed 03 Sep 2024

Ownership lanes

1/3 active

CIK

0001925991

Next review

watch new filing, insider, 13D/G, or 13F change

SEC-verifiable company research path

Keep the next click tied to one changing object: a CIK, filing, insider, Schedule 13D/G holder, Form 13F manager, or security.

Open latest insider signals Open large-stake radar

SEC filings

Available

Latest company filings

Start with the filing timeline to verify the newest source document and report period.

Open filings table

Company facts

Explore

Financial context

Use XBRL facts when ownership activity needs revenue, earnings, debt, or cash-flow context.

Browse latest financial reports

Forms 3/4/5

Explore

Insider activity

Check whether directors, officers, or 10% owners are buying, selling, or filing fresh ownership changes.

Browse latest insider filings

Schedule 13D/G

Explore

Large-stake holders

Review beneficial ownership filings for activist-style or passive large holder changes around this issuer.

Browse large-stake radar

Form 13F

Available

Institutional holders

Compare manager filings and smart-money context when company-level ownership needs broader holders.

Open 13F holder context

SEC-verifiable company hub

Filings first, then ownership signals, insider context, and fundamentals.

Create free account to watch this company

Watchlist return triggers

Watch PROVENCE WEALTH MANAGEMENT GROUP when any filing-backed ownership signal appears, then jump back into the exact SEC evidence path.

new company filing insider Form 4 13D/G holder change 13F holder update

Filer Overview

PROVENCE WEALTH MANAGEMENT GROUP has filed 10 SEC EDGAR filings since 02 May 2022. Common forms include N-PX, 13F-HR.

PROVENCE WEALTH MANAGEMENT GROUP SEC filings PROVENCE WEALTH MANAGEMENT GROUP 13F portfolio

Latest Filings

Recent SEC filings for PROVENCE WEALTH MANAGEMENT GROUP with direct links to document and filing folders.

N-PX File 028-22441

N-PX filing

Filing date
03 Sep 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22441

13F-HR filing

Filing date
06 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22441

13F-HR filing

Filing date
13 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22441

13F-HR filing

Filing date
24 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22441

13F-HR filing

Filing date
27 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22441

13F-HR filing

Filing date
02 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22441

13F-HR filing

Filing date
21 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22441

13F-HR filing

Filing date
18 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22441

13F-HR filing

Filing date
10 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-22441

13F-HR filing

Filing date
02 May 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing

About this filer

PROVENCE WEALTH MANAGEMENT GROUP files with the SEC under CIK 0001925991. 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.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .