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.

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

Business address: 11475 Great Oaks Way, Suite 340, Alpharetta, GA, 30022
Top securities (13F): DFAC, OMFL, VV, DFCF, VO, DFAS, IEFA, IVV, GSY, GTO, DFAE, IWR, DFAI, DFIC, VTI, DUHP, DFSV, XLK, AAPL, and JPST
State of incorporation: GA
Fiscal year end: 31 December

Daner Wealth Management, LLC has filed 4 SEC EDGAR filings since 04 Feb 2025

Recent SEC filings for Daner Wealth Management, LLC including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	21 Oct 2025	30 Sep 2025	028-24746
N-PX	Open N-PX document	View SEC filing for N-PX	27 Aug 2025	30 Jun 2025	028-24746
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	13 Aug 2025	30 Jun 2025	028-24746
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	04 Feb 2025	31 Dec 2024	028-24746

Daner Wealth Management, LLC files with the SEC under CIK 0001956649. This page aggregates EDGAR filings and related ownership activity.

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.